Wisdomtree Ventures Management, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
343577
Registered since
August 18, 2026
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Wisdomtree Ventures Management, LLC is organized as a limited liability company and is reported as a related adviser. The firm’s listed fee model is a percentage of assets under management. Registry data in this profile shows an SEC registration year of 2026 and a classification labeled as unclassified. Ownership is identified as a combination of a domestic entity and an individual. The firm’s record flags several industry affiliations beyond the advisory function: broker-dealer, other investment adviser, commodity pool operator or commodity trading advisor (CPO/CTA), and trust company. Those affiliations suggest the firm has or intends to maintain multiple lines of business and operational capabilities across custody/trust, brokerage, and commodity/advisory activities. The record also indicates the firm does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

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 3
  • Robert Lilien

    Robert Lilien

    President and COOCRD 1337819

  • Bryan Edmiston

    Bryan Edmiston

    Chief Financial OfficerCRD 5743897

  • Derek Ibsch

    Chief Compliance OfficerCRD 2895585

Contacts

2 of 2
  • Stuart Bell

    Stuart Bell

    Registered RepresentativeCRD 6932307

  • Joanne Antico

    Joanne Antico

    General CounselCRD 4936437

Wealth teams

FINTRX

Newly hired reps

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth