Wise Asset Management L.L.C.
RIASEC Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$188K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 318614
- Website
- wmfsassets.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.75%
- Individuals42.25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wise Asset Management L.L.C. is an independent, owner-operated registered investment adviser organized as an LLC that provides fee-based portfolio management primarily to individual and family clients. The firm’s advisory activity is focused on managing portfolios for individuals and small businesses, charging a percentage-of-assets fee. It does not position itself as a capital allocator to third-party alternative managers, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds53%
- Exchange Traded Equities32%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
Contacts
1 of 1
Karin Wise
Founding MemberCRD 5568486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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