WISE MONEY ISRAEL LLC

WISE MONEY ISRAEL LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 321874). Regulatory assets under management: $17.2M.

Registration

• CRD: 321874
• SEC file number: 801-125924
• Type: Registered investment adviser
• Location: 80 BROAD STREET, 5TH FLOOR, NEW YORK, NY, 10004
• Phone: (929) 309-0006
• Latest filing: 2026-02-26
• Regulatory AUM: $17.2M
• Discretionary AUM: $17.2M
• Clients: 4
• Accounts: 62

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 321874 on SEC IAPD (source of record)
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