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IRA J Wishe

Chief Investment OfficerSimpleadvisory LLCCRD 4720867

About IRA J Wishe

IRA J Wishe is listed as Chief Investment Officer at Simpleadvisory LLC in Garden City, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Simpleadvisory LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does IRA J Wishe work?

IRA J Wishe is listed as Chief Investment Officer at Simpleadvisory LLC on SEC Form ADV.

How much of Simpleadvisory LLC does IRA J Wishe own?

Form ADV reports a beneficial ownership band of Under 5%.

Simpleadvisory LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2024