VISE AI ADVISORS

Legal name: VISE AI ADVISORS, LLC

CRD 301761File 801-116970

APPROVED

Retail clients

Custody

Filing as of Jun 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$8.53B

Top 10% of cohort (national)

Discretionary AUM

$8.53B

Clients

16,405

16,405 accounts

Employees

Top 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 17, 2019
Principal office: 521 BROADWAY, 3RD FLOOR, NEW YORK CITY, NY, 10012
Phone: 201-375-3969
Website: https://www.vise.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $8.53B
Discretionary AUM: $8.53B
Non-discretionary AUM: $0
Discretionary accounts: 16,405
Non-discretionary accounts: 0
Total accounts: 16,405
AUM per client: $520K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	194	$341.8M
Charitable organizations	11	$1.7M
High net worth individuals	1,870	$5.22B
Pooled investment vehicles	1	$24.2M
Pension and profit sharing plans	194	$106.9M
Individuals (other than high net worth individuals)	14,135	$2.83B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
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: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.