# WIZEST INC.

WIZEST INC. is an SEC-registered investment adviser.

## Registration

- CRD: 315156
- Type: SEC-registered investment adviser
- SEC file number: 801-122077
- Phone: 617-842-8856
- Latest filing: 2025-03-05
- Regulatory AUM: $52K
- Discretionary AUM: $52K
- Clients: 1
- Accounts: 34

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Paul M Mallory | N/A | Royal Oak, MI |
| Axel Thibon | CEO; CEO AND CCO; CHIEF COMPLIANCE OFFICER | — |
| Rafael Alvarex Vallina | CHIEF PRODUCT OFFICER | — |
| William Estoque | N/A | — |
| MALLORY PAUL M | CHIEF COMPLIANCE OFFICER | — |
| Thibon Axel | CEO; CEO AND CCO | — |
| Vallina Rafael Alvarex | CHIEF PRODUCT OFFICER | — |
| Littlefield William | CHIEF INFORMATION OFFICER; CHIEF TECHNOLOGY OFFICER | — |
| Gonzalez Lazaro | CHIEF MARKETING OFFICER; OWNER | — |
| estoque william | CHIEF TECHNOLOGY OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315156/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315156/similar
- Related entities: https://search.stillhousedata.com/firm/315156/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315156

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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.