# Wise Wealth Management, LLC

> Wise Wealth Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 133614
- Filed as: WISE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133614
- AdvisorCensus page: https://advisorcensus.com/firm/wise-wealth-management-llc-new-york-ny-133614

## Quick answers

**How is Wise Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wise Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Wise Wealth Management, LLC located?**
Wise Wealth Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Wise Wealth Management, LLC registered with the SEC or a state?**
Wise Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 133614.

**How much does Wise Wealth Management, LLC manage?**
Wise Wealth Management, LLC reports $130,102,202 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (98% discretionary).

**How have Wise Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wise Wealth Management, LLC: Regulatory assets under management: $114,278,236 in the October 2021 data and $130,102,202 in the October 2026 data, up 14%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wise Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (37).

**Which custodians does Wise Wealth Management, LLC use?**
Wise Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wise Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133614

**Does Wise Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We do not formally impose a minimum on amount of assets invested, nor other conditions for opening or maintaining an account."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> We do not formally impose a minimum on amount of assets invested, nor other conditions for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $130,102,202
- Discretionary: $127,944,688
- Non-discretionary: $2,157,514

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $17,900,298 |
| High net worth individuals | 37 | $102,809,797 |
| Charitable organizations | Fewer than 5 | $9,392,107 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisewealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $114,278,236 | 2 | March 31, 2021 |
| October 2022 | $114,498,497 | 2 | March 28, 2022 |
| October 2023 | $93,657,479 | 2 | March 28, 2023 |
| October 2024 | $108,361,462 | 2 | July 3, 2024 |
| October 2025 | $119,067,121 | 2 | May 8, 2025 |
| October 2026 | $130,102,202 | 2 | March 27, 2026 |

Regulatory assets under management: $114,278,236 in the October 2021 data and $130,102,202 in the October 2026 data, up 14%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wise Wealth Management, LLC (CRD 133614): Form ADV filing data as of October 2026.