WISE WEALTH MANAGEMENT, LLC
SEC RegisteredAbout the firm
Wise Wealth Management LLC is a fee-based investment advisory practice with offices in New York and Florida. Founded in July 2001, the firm manages investments and executes financial plans for high net-worth individuals, small business owners, and institutional investors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial planning
Who they serve
High net-worth individuals, small business owners, and institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42 | $18M |
| High Net Worth Individuals | 37 | $103M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $400,000 | 2.00% |
| Next $300,000 | 1.50% |
| Next $300,000 | 1.25% |
| Amount above $1,000,000 | 1.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WISE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched