Wisdomtree Digital Management, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 322139
- Registered since
- August 12, 2022
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
WisdomTree Digital Management, Inc. is a corporate, SEC-registered institutional investment adviser (registration year 2022) that provides portfolio management services to investment companies. The firm serves institutional clients and charges fees as a percentage of assets under management. It is not designated as an active ESG investor, does not act as a capital allocator, and does not position itself as a pension consultant or as a multi-state adviser. Regulatory and industry relationships include affiliations with a broker-dealer, other investment adviser entities, a CPO/CTA, and a trust company. Ownership is listed as a domestic entity and individual. The firm’s stated advisory activity centers on managing portfolios for investment companies, which implies a focus on fund-level management or subadvisory arrangements rather than retail wealth management.
Assets & Accounts
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
Owners & executives
3 of 4
Jeremy Schwartz
Global Chief Investment OfficerCRD 4237439

Ryan Louvar
Chief Legal OfficerCRD 4245766

Bryan Edmiston
Chief Financial OfficerCRD 5743897
Contacts
2 of 2
Stuart Bell
Registered RepresentativeCRD 6932307

William Peck
Head of Digital AssetsCRD 5942955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 250 W 34th St
- Time zone
- ET (UTC-5)
- Office locations
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