SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wise Wealth Management, LLC
New York, NY
CRD 133614
Firm filing updated March 27, 2026 ·
- $130.1MAssets
- 2Advisory staff
- 222Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals42
- High net worth individuals37
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 42 | $17.9 million |
| High net worth individuals | 37 | $102.8 million |
| Charitable organizations | Fewer than 5 clients | $9.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "ESTATE- AND TAX-PLANNING COORDINATION"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "ESTATE- AND TAX-PLANNING COORDINATION"
Assets and accounts
- Regulatory assets$130.1 million
- Accounts222
- Discretionary$127.9 million · 221 accounts
- Non-discretionary$2.2 million · 1 accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 133614, SEC file 801-71367.
- Registered with the SEC as an investment advisor (status date on record: May 4, 2010).
Is Wise Wealth Management, LLC a fiduciary?
Short answer: Wise Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.