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
Wise Wealth Management, LLC
By the Numbers
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Total Assets Under Management108MILLION
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Total Number of Accounts165ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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