WISE ASSET MANAGEMENT L.L.C.

WISE ASSET MANAGEMENT L.L.C. is an SEC-registered investment adviser (CRD 318614). Regulatory assets under management: $1.9M.

Registration

• CRD: 318614
• Type: Registered investment adviser
• Phone: 858-229-0304
• Latest filing: 2026-04-17
• Regulatory AUM: $1.9M
• Discretionary AUM: $1.9M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318614 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search