WISE WEALTH MANAGEMENT, LLC
Tel: 212-567-1416 100 Park Avenue Suite 1600 New York, New York 10017
About WISE WEALTH MANAGEMENT, LLC
WISE WEALTH MANAGEMENT, LLC is a New York, New York based financial advisory firm with nearly $108,361,462 in assets under management and provides investment advisory services for 165 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
133614
Firm SEC#:
801-71367
Assets Under Management:
$108,361,462
No. of Clients:
165
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Other (ESTATE- AND TAX-PLANNING COORDINATION)
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