VISE AI ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$8.5B

Discretionary

$8.5B

100% of AUM

Avg account

$520K

Accounts

16,405

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 301761
Registered since: July 17, 2019
Website: vise.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.27%
Individuals33.16%
Corporations / Businesses4.01%
Pension & Profit Sharing Plans1.25%
Pooled Investment Vehicles0.28%
Services: Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vise Ai Advisors is a limited liability company registered with the SEC in 2019 that provides investment advisory services to both individuals/families and institutional clients. The firm charges asset‑based fees and fixed fees, and its primary advisory work centers on portfolio management for individuals and small businesses along with client education through seminars and workshops. The firm does not identify as an active ESG investor, is not a multi‑state adviser, and does not serve as a pension consultant. Vise Ai Advisors also serves in sponsor/GP/managing‑member roles for pooled investment vehicles rather than acting as a traditional capital allocator.