$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
0 Employees
0 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2003
- Office Locations
- 1
Office Locations
-- Austin TX
About Wise Investment Management
Wise Investment Management is a Austin-based RIA. The firm has been operating for 22 years. Managing $6.5M in total assets under management,
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Available
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No keyword tags available.
Owner & Executives
MATTHEW LEIGH ROBERTSON
President
- CRD
- #1723581
- Ownership
- 75% or more
Available
Available
Available
G
GORDON WISE
Chief Operating Officer
- CRD
- #2694659
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,540,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,540,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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