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WISE WEALTH MANAGEMENT, LLC
CRD 133614File 801-71367
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$130.1M
Bottom 25% of cohort (national)
Discretionary AUM
$127.9M
Non-discretionary $2.2M
Clients
79
222 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 4, 2010
- Principal office
- 100 PARK AVENUE, SUITE 1600, NEW YORK, NY, 10017
- Phone
- 212-567-1416
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $130.1M
- Discretionary AUM
- $127.9M
- Non-discretionary AUM
- $2.2M
- Discretionary accounts
- 221
- Non-discretionary accounts
- 1
- Total accounts
- 222
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $9.4M |
| High net worth individuals | 37 | $102.8M |
| Individuals (other than high net worth individuals) | 42 | $17.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.