Wise US Assets Inc

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329919
Registered since
April 2, 2025

Firm profile

FINTRX

Overview

Wise US Assets Inc is organized as a corporation and appears in FINTRX as an SEC-registered adviser with registration recorded in 2025. Ownership is reported as a mix of a domestic entity and an individual. The firm is classified as unclassified in FINTRX and is not identified as a capital allocator. The snapshot data flags several negative markers: Wise US Assets Inc is not listed as an active ESG investor, is not a multi-state adviser, and is not a related adviser. FINTRX does not provide descriptive entries for the firm’s investment mandates, advisory activities, fee schedule, or client segments, so there is no public detail in the record about how the firm sources ideas, constructs portfolios, or prices its services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Christopher Sealey

    Chief Compliance OfficerCRD 6573071

Contacts

3 of 14
  • Allison Montgomery

    Registered RepresentativeCRD 7970421

  • Keyonna Taylor

    Customer Service SpecialistCRD 7889335

  • Alan Garcia

    SpecialistCRD 7817368

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
30 W 26th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth