WISE WEALTH MANAGEMENT, LLC

WISE WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 133614). Regulatory assets under management: $130.1M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (2)

NameRoleLocation
Stephanie Elizabeth MeketMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
MEKET STEPHANIE ELIZABETHMANAGING MEMBER/CHIEF COMPLIANCE OFFICER

Branch offices (2)

CityStateEmployeesPhone
1646-216-9963
1646-216-9963

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