Wise Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Wise Wealth Management reports 79 clients. They include 42 individual clients and 37 high-net-worth individuals. Of its assets, 98.3% ($128M across 221 accounts) are managed with discretion; $2.16M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 14% |
| High-net-worth individuals | 47% | 79% |
| Charitable organizations | Fewer than 5 | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $17.9M | 13.8% | $426K |
| High-net-worth individuals | 37 | $103M | 79.0% | $2.78M |
| Charitable organizations | Fewer than 5 | $9.39M | 7.2% | — |
| Total | 79 | $130M | 100% | — |
- Clients
- 42
- Regulatory AUM
- $17.9M
- AUM share
- 13.8%
- Avg. per client
- $426K
- Clients
- 37
- Regulatory AUM
- $103M
- AUM share
- 79.0%
- Avg. per client
- $2.78M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.39M
- AUM share
- 7.2%
- Avg. per client
- —
Total
- Clients
- 79
- Regulatory AUM
- $130M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wise Wealth Management charges 1.00%–2.00% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in advance.
| Asset band | Annual rate |
|---|---|
| $0–$400K | 2.00% |
| $400K–$700K | 1.50% |
| $700K–$1M | 1.25% |
| $1M and above | 1.00% |
Fee details and sources
Stephanie Meket owns 75% or more of Wise Wealth Management. The leadership team of Wise Wealth Management includes Chief Compliance Officer Stephanie Meket. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Wise Wealth Management, LLC
Stephanie Meket
Control person · since December 2004
Wise Wealth Management’s regulatory assets grew from $114M (March 2021) to $130M (March 2026); clients fell from 100 to 79 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $130M | 79 | 2 | 2 |
| May 2025May 2025 | $119M | 102 | 2 | 2 |
| Jul 2024July 2024 | $108M | 94 | 2 | 2 |
| Mar 2023March 2023 | $93.7M | 85 | 2 | 2 |
| Mar 2022March 2022 | $114M | 87 | 2 | 2 |
| Mar 2021March 2021 | $114M | 100 | 2 | 2 |
Besides its headquarters, Wise Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
New York · 1 listed address
- 100 Park Avenue, Suite 1600, New YorkHQ
Contact and registration details
- Legal name
- Wise Wealth Management, LLC
- Headquarters
- 100 Park Avenue, Suite 1600, New York, NY 10017
- Website
- wisewealthmanagement.com
- Phone
- 212-567-1416
- SEC file
- 801-71367
- Structure
- New York LLC
- Fiscal year end
- December
Wise Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($121M). Wise Wealth Management has custody of $588K for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $121M100%
At year end, Wise Wealth Management’s separately managed accounts were mostly in funds (72%) and stocks (21%).
What the accounts hold
- Stocks21%
- Funds72%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
How many clients does Wise Wealth Management have?
Wise Wealth Management has 79 clients and manages $130 million for them, as of March 2026. They include 42 individual clients and 37 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Wise Wealth Management offer?
Wise Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wise Wealth Management charge?
Wise Wealth Management charges 1.00%–2.00% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in advance.
Source: ADV PART 2, filed 27 March 2026
Which custodians does Wise Wealth Management use?
Wise Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $121M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Wise Wealth Management have?
Wise Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wise Wealth Management invest in?
At the end of its last fiscal year, Wise Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 5% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wise Wealth Management?
Wise Wealth Management’s direct owner is Stephanie Meket (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Wise Wealth Management get paid?
Wise Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wise Wealth Management?
Wise Wealth Management’s main office is at 100 Park Avenue, Suite 1600, New York, NY 10017. Its phone number is 212-567-1416. Its website is wisewealthmanagement.com.