Wise Asset Management L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 318614
- 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 a small, privately owned investment adviser organized as an LLC that focuses on direct portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base comprised of individual and family clients. It does not identify as an active ESG investor, is not presented as a multi-state adviser, and is not positioned as a pension consultant or capital allocator. SEC registration year is not listed in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
, null
Location
, null
Headquartered in , null.
- Office locations
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