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Wealth Manager • New York, United States

Wise Wealth Management

Wise Wealth Management is a wealth manager based in New York, United States, founded in 2004. Verified contact details, AUM data, and investment preferences on FindLPs.

$114M
Assets Under Mgmt
2004
Year Founded
Wealth Manager
Investor Type
New York, United States
Headquarters
About

Wise Wealth Management

Wise Wealth Management is a wealth manager based in New York, US. Founded in 2004. Reported AUM: 114 USD millions.

Investment Focus

What Wise Wealth Management Invests In

Preferred geographies: North America

Location: 100 Park Avenue Suite 1600

Contact Wise Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.