Wise US Assets Inc
Firm details
- Headquarters
- New York, New York
- CRD number
- 329919
- Registered since
- April 2, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Christopher Sealey
Chief Compliance OfficerCRD 6573071
Contacts
3 of 15Allison Montgomery
Registered RepresentativeCRD 7970421
Keyonna Taylor
Customer Service SpecialistCRD 7889335
Alan Garcia
SpecialistCRD 7817368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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