# WISE WEALTH MANAGEMENT, LLC

WISE WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 133614
- Type: SEC-registered investment adviser
- SEC file number: 801-71367
- Location: 100 PARK AVENUE, SUITE 1600, NEW YORK, NY, 10017
- Phone: 212-567-1416
- Latest filing: 2026-03-27
- Regulatory AUM: $130.1M
- Discretionary AUM: $127.9M
- Non-discretionary AUM: $2.2M
- Clients: 2
- Accounts: 222

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Stephanie Elizabeth Meket | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MEKET STEPHANIE ELIZABETH | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 646-216-9963 |
| — | — | 1 | 646-216-9963 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133614/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133614/similar
- Related entities: https://search.stillhousedata.com/firm/133614/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133614

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.