VISE AI ADVISORS, LLC
Legal name: VISE AI ADVISORS
CRD #301761 SEC #801-116970 NEW YORK CITY, NY 201-375-3969
SEC Registered
Total AUM
$2.2B
Discretionary
$2.2B
Employees
36
Clients
0
Accounts
5,083
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.2B | $2.2B | $0 | 36 | 0 |
| Feb 2025 | $1.1B | $1.1B | $0 | 43 | 0 |
| Sep 2024 | $1.1B | $1.1B | $0 | 43 | 0 |
| Mar 2024 | $637.9M | $637.9M | $0 | 43 | 0 |
| Jan 2024 | $481.7M | $481.7M | $0 | 43 | 0 |
| Jun 2023 | $481.7M | $481.7M | $0 | 43 | 0 |
| Jun 2023 | $481.7M | $481.7M | $0 | 43 | 0 |
| Mar 2023 | $481.7M | $481.7M | $0 | 43 | 0 |
| Sep 2022 | $362.4M | $362.4M | $0 | 55 | 0 |
| Mar 2022 | $362.4M | $362.4M | $0 | 91 | 0 |
| Jan 2022 | $559M | $559M | $0 | 55 | 0 |
| Dec 2021 | $559M | $559M | $0 | 55 | 0 |
| Mar 2021 | $144.3M | $144.3M | $0 | 55 | 0 |
| Oct 2020 | $10.7M | $10.7M | $0 | 26 | 0 |
| Jun 2020 | $4M | $4M | $0 | 6 | 0 |
| May 2020 | $4M | $4M | $0 | 6 | 0 |
| May 2020 | $4M | $4M | $0 | 6 | 0 |
| Apr 2020 | $4M | $4M | $0 | 6 | 0 |
| Mar 2020 | $4M | $4M | $0 | 6 | 0 |
| Mar 2020 | $4M | $4M | $0 | 6 | 0 |
| Mar 2020 | $0 | $0 | $0 | 6 | 0 |
| Dec 2019 | $0 | $0 | $0 | 6 | 0 |
| Nov 2019 | $0 | $0 | $0 | 6 | 0 |
| Nov 2019 | $0 | $0 | $0 | 6 | 0 |
| Jun 2019 | $0 | $0 | $0 | 6 | 0 |
| Jun 2019 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees36
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees43
Clients0
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees43
Clients0
DateMar 2024
Total AUM$637.9M
Discretionary$637.9M
Non-Disc.$0
Employees43
Clients0
DateJan 2024
Total AUM$481.7M
Discretionary$481.7M
Non-Disc.$0
Employees43
Clients0
DateJun 2023
Total AUM$481.7M
Discretionary$481.7M
Non-Disc.$0
Employees43
Clients0
DateJun 2023
Total AUM$481.7M
Discretionary$481.7M
Non-Disc.$0
Employees43
Clients0
DateMar 2023
Total AUM$481.7M
Discretionary$481.7M
Non-Disc.$0
Employees43
Clients0
DateSep 2022
Total AUM$362.4M
Discretionary$362.4M
Non-Disc.$0
Employees55
Clients0
DateMar 2022
Total AUM$362.4M
Discretionary$362.4M
Non-Disc.$0
Employees91
Clients0
DateJan 2022
Total AUM$559M
Discretionary$559M
Non-Disc.$0
Employees55
Clients0
DateDec 2021
Total AUM$559M
Discretionary$559M
Non-Disc.$0
Employees55
Clients0
DateMar 2021
Total AUM$144.3M
Discretionary$144.3M
Non-Disc.$0
Employees55
Clients0
DateOct 2020
Total AUM$10.7M
Discretionary$10.7M
Non-Disc.$0
Employees26
Clients0
DateJun 2020
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0