WISE US ASSETS INC
Firm details
- Headquarters
- New York, New York
- CRD number
- 329919
- Registered since
- April 2, 2025
Firm profile
FINTRXOverview
Wise US Assets Inc is organized as a corporation and is listed as having become SEC-registered in 2025. Ownership is recorded as a combination of a domestic entity and an individual. Publicly listed attributes show the firm is not classified under a specific advisory category and is not designated as a capital allocator, multi-state adviser, pension consultant, or related adviser. The firm is not identified as an active ESG investor. The source record provides no operational detail about advisory services, client segments, or investment strategies. There is no material on business activities, affiliations, or any product focus in the available data.
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
2 of 2Christopher Sealey
Chief Compliance OfficerCRD 6573071
Adriana Blanco Marquez
Chief Compliance OfficerCRD 7778003
Contacts
3 of 13Allison Montgomery
Registered RepresentativeCRD 7970421
Alan Garcia
SpecialistCRD 7817368
Shinnell Moriah
CCOCRD 6182124
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
- 30 W 26th St
- Time zone
- ET (UTC-5)
- Office locations
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