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Building 2WISE WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-567-1416
NotebookSEC #801-71367
Total AUM
$130.1M
Employees
2
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PARK AVENUE
SUITE 1600
NEW YORK
NY 10017
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
212-567-1416
Other Offices
1

ReceiptFinancials

Total AUM
$130.1M
Accounts
222
Discretionary
$127.9M
Accounts
221
Non-Discretionary
$2.2M
Accounts
1

ContactClients

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Individual Clients
42
AUM
$17.9M
HNW Individual Clients
37
AUM
$102.8M
Charitable Organization Clients
1
AUM
$9.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE- AND TAX-PLANNING COORDINATION
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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