Wise Money Israel LLC

Wise Money Israel LLC (CRD# 321874) is a financial advisory firm headquartered in , . They manage $1,045,051 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.wisemoneyisrael.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $261,263
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Wise Money Israel LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul Blake, financial advisor Saint Augustine FL
Paul T. Blake
CRD#: 7697069
Saint Augustine, FL

Paul Blake (CRD# 7697069) is an Investment Advisor Representative working at Wise Money Israel LLC in Saint Augustine, FL and has 1 year of experience in the finance industry.

2
Evan Liberman, financial advisor Saint Augustine FL
Evan J. Liberman
CRD#: 7147185
Saint Augustine, FL

Evan Liberman (CRD# 7147185) is an Investment Advisor Representative working at Wise Money Israel LLC in Saint Augustine, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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