WIZEST INC.

WIZEST INC. is an SEC-registered investment adviser (CRD 315156). Regulatory assets under management: $52K.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (10)

NameRoleLocation
Paul M MalloryN/ARoyal Oak, MI
Axel ThibonCEO; CEO AND CCO; CHIEF COMPLIANCE OFFICER—
Rafael Alvarex VallinaCHIEF PRODUCT OFFICER—
William EstoqueN/A—
MALLORY PAUL MCHIEF COMPLIANCE OFFICER—
Thibon AxelCEO; CEO AND CCO—
Vallina Rafael AlvarexCHIEF PRODUCT OFFICER—
Littlefield WilliamCHIEF INFORMATION OFFICER; CHIEF TECHNOLOGY OFFICER—
Gonzalez LazaroCHIEF MARKETING OFFICER; OWNER—
estoque williamCHIEF TECHNOLOGY OFFICER—

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