Wise Wealth Management, LLC

Wise Wealth Management, LLC (CRD# 133614) is a financial advisory firm headquartered in New York, NY. They manage $108,361,462 in 165 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
100 Park Avenue, Suite 1600, New York, NY 10017
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $656,736
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NH, NJ, NY, TX

Financial Advisors at Wise Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James McDonald, financial advisor New York NY
James J. McDonald
CRD#: 3045506
100 Park Avenue, Suite 1600, New York, NY 10017

James McDonald (CRD# 3045506) is an Investment Advisor Representative working at Wise Wealth Management, LLC in New York, NY and has over 25 years of experience in the finance industry.

2
Stephanie Meket, financial advisor New York NY
Stephanie E. Meket
CRD#: 2210681
100 Park Avenue, Suite 1600, New York, NY 10017

Stephanie Meket (CRD# 2210681) is an Investment Advisor Representative working at Wise Wealth Management, LLC in New York, NY and has over 22 years 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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