WISE MONEY ISRAEL

RIASEC RegisteredEst. 2025

Total AUM

$94.9M

Discretionary

$90M

95% of AUM

Avg account

$492K

Accounts

193

Employees

Advisory reps

Firm details

Headquarters: binyamina,
CRD number: 304753
Registered since: August 25, 2025
Custodians: MEITAV TRADE, INTERACTIVE BROKERS LLC, ISRAEL BROKERAGE AND INVESTMENT I.B.I. TRADE LTD
Fee structure: Percentage of AUM
Client types: HNWI45.29%
Individuals39.16%
Charitable Organizations12.87%
Corporations / Businesses2.67%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wise Money Israel is a privately owned advisory firm that serves individual and family clients. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals/small businesses and for businesses or institutions among its core advisory activities. It also provides educational seminars and workshops. The adviser is not identified as a capital allocator, does not position itself as an active ESG investor, and is not a multi-state or pension consultant. The firm is SEC-registered in 2025 and is classified in the source data as an “Other (specify)” organization with an individual owner.