Wise Wealth Management, LLC
● SEC registered since 2010CRD 133614SEC# 801-71367New York, NY
Reg. AUM
$130.1M
Employees
2
Accounts
222
Location
New York, NY
Wise Wealth Management, LLC assets under management
Wise Wealth Management, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2010. It reports $130.1 million in regulatory assets under management and employs 2 people.
Wise Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephanie Elizabeth Meket Control | Managing Member/Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Wise Wealth Management, LLC manage?
Wise Wealth Management, LLC reports $130.1 million in regulatory assets under management on its Form ADV.
How many employees does Wise Wealth Management, LLC have?
Wise Wealth Management, LLC reports 2 employees.
Where is Wise Wealth Management, LLC located?
Wise Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2010.
Does Wise Wealth Management, LLC disclose fund performance?
Wise Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Park Avenue, Suite 1600, New York, NY 10017 |
| Phone | 212-567-1416 |
| Fax | 212-658-9559 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.1M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$130.1Mregulatory AUM
Discretionary $127.9MNon-discretionary $2.2M