Wise Money Israel

RIASEC RegisteredEst. 2025

Total AUM

$94.9M

Discretionary

$90M

95% of AUM

Avg account

$492K

Accounts

193

Employees

Advisory reps

Firm details

Headquarters: Binyamina,
CRD number: 304753
Registered since: August 25, 2025
Custodians: MEITAV TRADE, INTERACTIVE BROKERS LLC, ISRAEL BROKERAGE AND INVESTMENT I.B.I. TRADE LTD
Fee structure: Percentage of AUM
Client types: HNWI45.29%
Individuals39.16%
Charitable Organizations12.87%
Corporations / Businesses2.67%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wise Money Israel is an independent registered investment adviser owned by an individual and oriented to private individuals and families. It charges clients on a percentage-of-assets-under-management basis and offers discretionary portfolio management for individuals, small businesses and other organizations, along with educational seminars and workshops. The firm is not marked as an active ESG investor, does not act as a capital allocator, and is not set up as a multi-state or pension consultant adviser. The firm's SEC registration year is listed as 2025. Its advisory activity centers on managed portfolios rather than model licensing or large-scale institutional consulting.