{"url":"https://nivawealth.com/firms/wise-wealth-management-133614","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/133614","regulatoryAum":130102202,"crd":"133614","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3045506","suffix":null,"lastName":"MCDONALD","firstName":"JAMES","middleName":"JACOB"},{"crd":"2210681","suffix":null,"lastName":"MEKET","firstName":"STEPHANIE","middleName":"ELIZABETH"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":114278236,"clients":100,"employees":2,"offices":2},{"filedOn":"2022-03-28","regulatoryAum":114498497,"clients":87,"employees":2,"offices":2},{"filedOn":"2023-03-28","regulatoryAum":93657479,"clients":85,"employees":2,"offices":2},{"filedOn":"2024-07-03","regulatoryAum":108361462,"clients":94,"employees":2,"offices":2},{"filedOn":"2025-05-08","regulatoryAum":119067121,"clients":102,"employees":2,"offices":2},{"filedOn":"2026-03-27","regulatoryAum":130102202,"clients":79,"employees":2,"offices":2}],"secFileNumber":"801-71367","legalName":"Wise 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TX","smaAssets":121026491}],"custodyNote":"Wise Wealth Management has custody of $588K for 1 clients.","otherCustodians":[],"leadership":[{"name":"Stephanie Meket","title":"Managing Member/Chief Compliance Officer","crd":"2210681"}],"ownership":[{"label":"Stephanie Meket","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since December 2004."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"100 Park Avenue, Suite 1600","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-567-1416","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":21},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":72},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/133614/PDF/133614.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030143","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wise Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wise Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wise Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wise Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wise Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wise Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wise Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wise Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wise Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}