Wise US Assets Inc

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329919
Registered since
April 2, 2025

Firm profile

FINTRX

Overview

Wise US Assets Inc. is organized as a corporation and is shown as SEC-registered in 2025. The firm is owned by a domestic entity and an individual and is classified in the source data as "unclassified." Public disclosures about the firm's business model, advisory offerings, and fee arrangements are minimal. The profile flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related 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

1 of 1
  • Christopher Sealey

    Chief Compliance OfficerCRD 6573071

Contacts

3 of 15
  • Allison Montgomery

    Registered RepresentativeCRD 7970421

  • Keyonna Taylor

    Customer Service SpecialistCRD 7889335

  • Alan Garcia

    SpecialistCRD 7817368

Unlock 12 more contacts

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
30 W 26th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth