Donald Richard Wise
Investment adviser representative at Aristotle Capital Management, LLC
12 yearsExperience
2 statesRegistered in
$43.5BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Aristotle Capital Management, LLCJun 2026 to now
- Foreside Financial Services, LLCJun 2026 to now
- Morgan Stanley Smith Barney LLCOct 2014 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, NH).
Aristotle Capital Management, LLC
$43.5BAssets managed
5,167Clients
20Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4430905
- Firm CRD
- 109876