This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-25-2025
- Office Locations
- 1
Office Locations
About Wise Money Israel
Wise Money Israel provides fully managed portfolios focused on Israeli capital markets, helping Israeli and international investors (including U.S. clients) access TASE-listed equities, bonds, ETFs and mutual funds. The firm supports personal, corporate and IRA accounts with portfolio construction/execution, ongoing advice, quarterly reporting and tax reporting, including IRA rollover/RMD assistance. Licensed by the Israel Securities Authority and registered with the U.S. SEC.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Evan Jay Liberman
Chief Executive Officer, Founder
- CRD
- #7147185
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,980,469 | $468,648 |
| Non-Discretionary | $4,959,098 | $4,959,098 |
| Total | $94,939,567 | $491,915 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
Continue browsing