Wisdomtree Digital Management, Inc.

RIASEC RegisteredEst. 2022
Total AUM
$766M
Discretionary
$766M
100% of AUM
Avg account
$51.1M
Accounts
15
Employees
6
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
322139
Registered since
August 12, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

WisdomTree Digital Management, Inc. is a corporate, SEC-registered institutional investment adviser (registration year 2022) that provides portfolio management services to investment companies. The firm serves institutional clients and charges fees as a percentage of assets under management. It is not designated as an active ESG investor, does not act as a capital allocator, and does not position itself as a pension consultant or as a multi-state adviser. Regulatory and industry relationships include affiliations with a broker-dealer, other investment adviser entities, a CPO/CTA, and a trust company. Ownership is listed as a domestic entity and individual. The firm’s stated advisory activity centers on managing portfolios for investment companies, which implies a focus on fund-level management or subadvisory arrangements rather than retail wealth management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jeremy Schwartz

    Jeremy Schwartz

    Global Chief Investment OfficerCRD 4237439

  • Ryan Louvar

    Ryan Louvar

    Chief Legal OfficerCRD 4245766

  • Bryan Edmiston

    Bryan Edmiston

    Chief Financial OfficerCRD 5743897

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Contacts

2 of 2
  • Stuart Bell

    Stuart Bell

    Registered RepresentativeCRD 6932307

  • William Peck

    William Peck

    Head of Digital AssetsCRD 5942955

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
250 W 34th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth