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Wise Wealth Management, LLC

Wise Wealth Management, LLC. CRD 133614

W

CRD: 133614

Wise Wealth Management, LLC

NEW York, NY, 10017
(212) 567-1416
www.wisewealthmanagement.com
$130.1M Total AUM
$127.9M Disc. AUM
11.9% 3Y CAGR
2 Employees
79 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
--
Established Date
05-04-2010
Office Locations
2

Office Locations

100 Park Avenue Suite 1600 NEW York NY
-- Ft. Lauderdale FL

About Wise Wealth Management, LLC

Wise Wealth Management, LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 16 years. Managing $130.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.

Team overview

55 AVG AGE
$65.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
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Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

S

STEPHANIE ELIZABETH MEKET

Chief Compliance Officer, Managing Member, Principal

CRD
#2210681
Ownership
75% or more
Available
Available
Available

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Contacts

J

JAMES JACOB MCDONALD

Financial Professional

CRD
#3045506
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-28-2023
07-03-2024
05-08-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $127,944,688 $578,935
Non-Discretionary $2,157,514 $2,157,514
Total $130,102,202 $586,046

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Municipal Bonds Available Available
Total Available Available

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