WISE INVESTMENT MANAGEMENT

WISE INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 114731). Regulatory assets under management: $6.5M.

Registration

• CRD: 114731
• Type: Registered investment adviser
• Phone: 5125786835
• Latest filing: 2025-06-27
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114731 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search