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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-07-2023
- Office Locations
- 2
Office Locations
About Wise Money Israel LLC
Wise Money Israel provides fully managed portfolios and ongoing investment advice focused on Israeli stocks, bonds, ETFs and mutual funds traded on the Tel Aviv Stock Exchange. The firm works with Israelis and international investors, offering personal, corporate/organization and IRA accounts (including rollover/RMD support), with ongoing monitoring, quarterly reporting and tax reporting. Licensed by the Israel Securities Authority; Wise Money Israel Ltd is SEC-registered and Wise Money Israel LLC is a Florida-registered RIA.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
PAUL TIMOTHY BLAKE
Chief Compliance Officer, Financial Consultant
- CRD
- #7697069
- Ownership
- 25% but less than 50%
Evan Jay Liberman
Chief Executive Officer, Founder
- CRD
- #7147185
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,178,152 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,178,152 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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