WISE WEALTH MANAGEMENT, LLC
CRD #133614 SEC #801-71367 NEW YORK, NY 212-567-1416
SEC Registered
Total AUM
$119.1M
Discretionary
$119.1M
Employees
2
Clients
0
Accounts
106
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $119.1M | $119.1M | $6.4K | 2 | 0 |
| Mar 2025 | $119.1M | $119.1M | $6.4K | 2 | 0 |
| Jul 2024 | $108.4M | $108.3M | $44.6K | 2 | 0 |
| Mar 2024 | $108.4M | $108.3M | $44.6K | 2 | 0 |
| Mar 2023 | $93.7M | $93.5M | $170.6K | 2 | 0 |
| Mar 2023 | $114.5M | $114.2M | $275.5K | 2 | 0 |
| Mar 2022 | $114.5M | $114.2M | $275.5K | 2 | 0 |
| Mar 2021 | $114.3M | $113.1M | $1.1M | 2 | 0 |
| Jun 2020 | $91.9M | $91.9M | $0 | 2 | 98 |
| Mar 2020 | $91.9M | $91.9M | $0 | 2 | 98 |
| Mar 2019 | $84.3M | $82.3M | $2.1M | 2 | 99 |
| May 2018 | $86.4M | $78.6M | $7.8M | 2 | 78 |
| Mar 2018 | $86.4M | $78.6M | $7.8M | 2 | 78 |
| Mar 2017 | $53.9M | $50.1M | $3.8M | 1 | 26 |
| Mar 2016 | $46.1M | $46.1M | $0 | 1 | 26 |
| Aug 2015 | $46.9M | $46.9M | $0 | 1 | 26 |
| Mar 2015 | $48.6M | $44.4M | $4.2M | 1 | 26 |
| Mar 2014 | $49.3M | $45M | $4.3M | 2 | 26 |
| Sep 2013 | $50.2M | $46.6M | $3.6M | 2 | 26 |
| Apr 2013 | $49.6M | $46.1M | $3.5M | 2 | 26 |
| Mar 2013 | $49.6M | $46.1M | $3.5M | 2 | 26 |
| Mar 2012 | $47.5M | $47.5M | $0 | 1 | 26 |
| May 2011 | $44.8M | $33.6M | $11.2M | 5 | -- |
| May 2011 | $44.8M | $33.6M | $11.2M | 5 | -- |
| Mar 2011 | $44.8M | $33.6M | $11.2M | 5 | -- |
DateMay 2025
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$6.4K
Employees2
Clients0
DateMar 2025
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$6.4K
Employees2
Clients0
DateJul 2024
Total AUM$108.4M
Discretionary$108.3M
Non-Disc.$44.6K
Employees2
Clients0
DateMar 2024
Total AUM$108.4M
Discretionary$108.3M
Non-Disc.$44.6K
Employees2
Clients0
DateMar 2023
Total AUM$93.7M
Discretionary$93.5M
Non-Disc.$170.6K
Employees2
Clients0
DateMar 2023
Total AUM$114.5M
Discretionary$114.2M
Non-Disc.$275.5K
Employees2
Clients0
DateMar 2022
Total AUM$114.5M
Discretionary$114.2M
Non-Disc.$275.5K
Employees2
Clients0
DateMar 2021
Total AUM$114.3M
Discretionary$113.1M
Non-Disc.$1.1M
Employees2
Clients0
DateJun 2020
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees2
Clients98
DateMar 2020
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees2
Clients98
DateMar 2019
Total AUM$84.3M
Discretionary$82.3M
Non-Disc.$2.1M
Employees2
Clients99
DateMay 2018
Total AUM$86.4M
Discretionary$78.6M
Non-Disc.$7.8M
Employees2
Clients78
DateMar 2018
Total AUM$86.4M
Discretionary$78.6M
Non-Disc.$7.8M
Employees2
Clients78
DateMar 2017
Total AUM$53.9M
Discretionary$50.1M
Non-Disc.$3.8M
Employees1
Clients26
DateMar 2016
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees1
Clients26
DateAug 2015
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$48.6M
Discretionary$44.4M
Non-Disc.$4.2M
Employees1
Clients26
DateMar 2014
Total AUM$49.3M
Discretionary$45M
Non-Disc.$4.3M
Employees2
Clients26
DateSep 2013
Total AUM$50.2M
Discretionary$46.6M
Non-Disc.$3.6M
Employees2
Clients26
DateApr 2013
Total AUM$49.6M
Discretionary$46.1M
Non-Disc.$3.5M
Employees2
Clients26
DateMar 2013
Total AUM$49.6M
Discretionary$46.1M
Non-Disc.$3.5M
Employees2
Clients26
DateMar 2012
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$44.8M
Discretionary$33.6M
Non-Disc.$11.2M
Employees5
Clients--
DateMay 2011
Total AUM$44.8M
Discretionary$33.6M
Non-Disc.$11.2M
Employees5
Clients--
DateMar 2011
Total AUM$44.8M
Discretionary$33.6M
Non-Disc.$11.2M
Employees5
Clients--