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 Oct 1, 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	Change
Jul 1, 2026	Custody	No	Yes
Jul 1, 2026	Clients	10,692	16,405	increased by5,713
Jul 1, 2026	AUM	$6,030,299,586	$8,526,312,187	increased by$2,496,012,601
Jul 1, 2026	Accounts	10,692	16,405	increased by5,713
Apr 1, 2026	Employees	36	44	increased by8
Apr 1, 2026	Clients	5,083	10,692	increased by5,609
Apr 1, 2026	AUM	$2,176,414,941	$6,030,299,586	increased by$3,853,884,645
Apr 1, 2026	Accounts	5,083	10,692	increased by5,609
May 1, 2025 vs Oct 1, 2022	Employees	55	36	decreased by19
May 1, 2025 vs Oct 1, 2022	Clients	2,478	5,083	increased by2,605
May 1, 2025 vs Oct 1, 2022	AUM	$362,399,953	$2,176,414,941	increased by$1,814,014,988
May 1, 2025 vs Oct 1, 2022	Accounts	2,478	5,083	increased by2,605
Oct 1, 2022	Employees	91	55	decreased by36
Apr 1, 2022	Employees	55	91	increased by36
Apr 1, 2022	Clients	1,531	2,478	increased by947

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VISE AI” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VISE AI” may also match similarly-named firms). Confirm identity against each filing.

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.