# WISDOMTREE ASSET MANAGEMENT, INC.

WISDOMTREE ASSET MANAGEMENT, INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 139684
- Type: SEC-registered investment adviser
- SEC file number: 801-66567
- Location: 250 W 34TH ST., 3RD FLOOR, NEW YORK, NY, 10119
- Phone: 212 801 2080
- Latest filing: 2026-03-31
- Regulatory AUM: $88.4B
- Discretionary AUM: $88.4B
- Clients: 175
- Accounts: 85

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| Robert Jarrett Lilien | PRESIDENT | New York, NY |
| Terry Jane Feld | HEAD OF US COMPLIANCE, CHIEF COMPLIANCE OFFICER | — |
| Bryan Joseph Edmiston | CHIEF FINANCIAL OFFICER AND TREASURER | — |
| Jeremy D Schwartz | GLOBAL CHIEF INVESTMENT OFFICER | — |
| Stuart Michael Bell | CHIEF OPERATING OFFICER AND DIRECTOR | — |
| Jonathan Laurence Steinberg | CEO AND DIRECTOR | — |
| Peter M Ziemba | SENIOR ADVISOR TO THE CEO, CAO, AND DIRECTOR | — |
| Marci Jill Frankenthaler | CHIEF LEGAL OFFICER AND SECRETARY | — |
| Joanne Antico | GENERAL COUNSEL & ASSISTANT SECRETARY | — |
| David Yates | CHIEF INFORMATION OFFICER | — |
| LILIEN ROBERT JARRETT | EVP, HEAD OF EMERGING TECHNOLOGIES; PRESIDENT | — |
| STEINBERG JONATHAN LAURENCE | CEO AND DIRECTOR; CEO & DIRECTOR; CEO, PRESIDENT AND DIRECTOR (+1 more) | — |
| RUSKIN MARC JEFFREY | TREASURER AND CFO | — |
| MORRIS RICHARD FRANCIS | CHIEF COMPLIANCE OFFICER & DEPUTY GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; DEPUTY GENERAL COUNSEL, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | — |
| STEINHARDT MICHAEL HOWARD | STOCKHOLDER | — |
| LAVINE BRUCE IVINS | DIRECTOR AND VICE CHAIRMAN; PRESIDENT & COO; PRESIDENT & COO, DIRECTOR (+3 more) | — |
| BELL JOSEPH MICHAEL | CHIEF OPERATING OFFICER AND DIRECTOR; EVP, CHIEF OPERATING OFFICER; EVP, CHIEF OPERATING OFFICER AND DIRECTOR | — |
| ZIEMBA PETER MICHAEL | CHIEF LEGAL OFFICER & EVP BUSINESS & LEGAL AFFAIRS; CHIEF LEGAL OFFICER, EVP BUSINESS & LEGAL AFFAIRS AND DIRECTOR; CHIEF LEGAL OFFICER & GENERAL COUNSEL (+2 more) | — |
| MUNI AMIT | CHIEF FINANCIAL OFFICER, EVP FINANCE; CHIEF FINANCIAL OFFICER, EVP FINANCE AND DIRECTOR; CHIEF FINANCIAL OFFICER, TREASURER AND DIRECTOR (+2 more) | — |
| SIRACUSANO LUCIANO | CHIEF INVESTMENT STRATEGIST; CHIEF INVESTMENT STRATEGIST AND DIRECTOR OF SALES; EVP, CHIEF INVESTMENT STRATEGIST | — |
| FELD TERRY JANE | DIRECTOR OF COMPLIANCE, CHIEF COMPLIANCE OFFICER; HEAD OF US COMPLIANCE, CHIEF COMPLIANCE OFFICER | — |
| BARTON GREGORY EDWARD | EVP, CHIEF LEGAL OFFICER AND DIRECTOR; EXECUTIVE VICE PRESIDENT OPERATIONS, CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT OPERATIONS, CHIEF OPERATING OFFICER AND DIRECTOR | — |
| LOUVAR RYAN MATTHEW | GENERAL COUNSEL | — |
| SCHWARTZ MICHAEL D | EVP, GLOBAL HEAD OF RESEARCH; GLOBAL CHIEF INVESTMENT OFFICER; GLOBAL HEAD OF RESEARCH | — |
| ZIEMBA PETER M | CHIEF LEGAL OFFICER, EVP BUSINESS & LEGAL AFFAIRS AND DIRECTOR; EVP SENIOR ADVISOR TO THE CEO AND CAO, AND DIRECTOR; EVP, SENIOR ADVISOR TO THE CEO, CAO, AND DIRECTOR (+1 more) | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-03-22 | regulatory | ON OCTOBER 21, 2024, WISDOMTREE ASSET MANAGEMENT, INC. ("WTAM") ENTERED INTO A SETTLEMENT WITH THE SEC RELATED TO ALLEGED MISSTATEMENTS BY WTAM REGARDING THE ESG SCREENING PROCESS EMPLOYED BY THREE EXCHANGE-TRADED SERIES OF WISDOMTREE TRUST MANAGED BY WTAM (THE "FUNDS"). THE FUNDS WERE LIQUIDATED IN… | Final | $4.0M |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139684/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139684/similar
- Related entities: https://search.stillhousedata.com/firm/139684/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139684

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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.