Viso Wealth Management LLC
RIAState Registered
Total AUM
$10.2M
Discretionary
$10.2M
100% of AUM
Avg account
$1.3M
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336227
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Viso Wealth Management LLC is a New Jersey–based, owner-operated advisory firm organized as an LLC. The firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not position itself as an ESG-focused adviser and does not report multistate advisory registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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