Wise Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

100 Park Ave Rm 1600, New York, New York...

Phone Number

(212) 567-1416

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Wise Wealth Management

Wise Wealth Management LLC is a fee-based investment advisory practice with offices in New York and Florida. Founded in July 2001, the firm specializes in managing investments and executing financial plans for high net-worth individuals, small business owners, and institutional investors. The company aims to provide tailored financial solutions to its clients, ensuring their investment goals are met. With a focus on personalized service, Wise Wealth Management is dedicated to helping clients navigate their financial journeys.Explore more
Wise Wealth Management's Social MediaPopular SearchesWise Wealth Management LLCWise Wealth ManagementWise Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Wise Wealth Management Org Chart

PhoneEmail
GB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wise Wealth Management

<$5M
1-10
Private
-
2001
GB
Gino BasileClient Service Manager
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
11-50
Private
<$5M
1980
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
2001
Patrick Renn, President at The Renn Wealth Management Group
Patrick RennPresident
<$5M
1-10
Private
-
-
Dale Lam, President at Strategent Financial
Dale LamPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wise Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wise Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wise Wealth Management.

Wise Wealth Management Tech Stack

A closer look at the technologies used by Wise Wealth Management

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Frequently Asked Questions Regarding Wise Wealth Management

What is Wise Wealth Management's official website?
Wise Wealth Management's official website is www.wisewealthmanagement.com
What is Wise Wealth Management's Revenue?
Wise Wealth Management's revenue is <$5 Million
What is Wise Wealth Management's SIC code?
Wise Wealth Management's SIC: 62,628
What is Wise Wealth Management's NAICS code?
Wise Wealth Management's NAICS: 52,523
How many employees does Wise Wealth Management have?
Wise Wealth Management has 1-10 employees
What industry does Wise Wealth Management belong to?
Wise Wealth Management is in the industry of: Finance, Securities Trading
What is Wise Wealth Management competition?
Wise Wealth Management top competitors include: Pillar Wealth Management, Lefavi Wealth Management, Alliance Wealth Advisors, Trinity Wealth Management
What technology does Wise Wealth Management use?
Some of the popular technologies that Wise Wealth Management uses are: RackSpace Cloud DNS, Microsoft 365, Rackspace Email Hosting, jQuery
How do I contact Wise Wealth Management?
Wise Wealth Management contact info: Phone number: (212) 567-1416 Website: www.wisewealthmanagement.com
What does Wise Wealth Management do?

Wise Wealth Management LLC is a fee-based investment advisory practice with offices in New York and Florida. Founded in July 2001, the firm specializes in managing investments and executing financial plans for high net-worth individuals, small business owners, and institutional investors. The company aims to provide tailored financial solutions to... its clients, ensuring their investment goals are met. With a focus on personalized service, Wise Wealth Management is dedicated to helping clients navigate their financial journeys.Read More

What are Wise Wealth Management social media links?
Wise Wealth Management Twitter page
Is Wise Wealth Management a public company?
Wise Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Wise Wealth Management

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