Wise Wealth Management, LLC
Wise Wealth Management, LLC is an SEC-registered wealth manager in New York, NY with $130.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Wise Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133614, SEC 801-71367, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $130.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 2
- Clients
- 79
- CRD
- 133614
- Ownership
- MEKET, STEPHANIE, ELIZABETH
How much AUM does Wise Wealth Management, LLC have?
Wise Wealth Management, LLC reported $130.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Wise Wealth Management, LLC?
Disclosed owners and executives of Wise Wealth Management, LLC include MEKET, STEPHANIE, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.