Vise Ai Advisors

RIASEC Registered

Total AUM

$8.5B

Discretionary

$8.5B

100% of AUM

Avg account

$520K

Accounts

16,405

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 301761
Registered since: July 17, 2019
Website: vise.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.27%
Individuals33.16%
Corporations / Businesses4.01%
Pension & Profit Sharing Plans1.25%
Pooled Investment Vehicles0.28%
Services: Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vise Ai Advisors is an independent RIA organized as a limited liability company. The firm is registered with the SEC (registered in 2019) and serves both individual/family and institutional clients. Its advisory practice emphasizes portfolio management for individuals and small businesses and it also runs educational seminars and workshops. Fee arrangements include traditional percentage-of-AUM billing as well as fixed-fee engagements. Ownership is a mix of a domestic entity and an individual, and the firm is not positioned as a capital allocator or an active ESG investor. Vise Ai Advisors also sponsors and serves as GP/managing member of pooled investment vehicles.