VISE AI ADVISORS
Latest filing: Mar 31, 2025 (78 days ago)
AUM
$2,176,414,941
241% change vs. 1 year ago
501% change vs. 3 years ago
10000% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
36
-16% change vs. 1 year ago
-60% change vs. 3 years ago
500% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK CITY, NY
521 BROADWAY, NEW YORK CITY, NY, UNITED STATES, 10012
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.2 |
| Non-Discretionary | $0.0 |
| Total | $2.2 |
| Client | AUM |
|---|---|
| Retail | $1.9 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $2.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 4,777 | $1.2 |
| Average Individual AUM | $246,290 | |
| HNW | 58 | $0.7 |
| Average HNW AUM | $11,706,179 | |
| Retail Total | 4,835 | $1.9 |
| Average Retail AUM | $383,761 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.6 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.0 |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | ST. PETERSBURG-FL-USA | $0.0 |
| ALTRUIST FINANCIAL LLC | WILMINGTON-DE-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.2 |
| Retail SMA AUM | $1.9 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 80% | $1.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.1 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 13% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $2.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $2.2 | $0.0 | 0% | 36 | 0 | 0% |
| 2025-04-21 | $2.2 | $0.0 | 0% | 36 | 0 | 0% |
| 2024-04-02 | $0.6 | $1.5 | 241% | 43 | -7 | -16% |
| 2023-04-04 | $0.5 | $1.7 | 352% | 43 | -7 | -16% |
| 2022-04-01 | $0.4 | $1.8 | 501% | 91 | -55 | -60% |
| 2021-04-05 | $0.1 | $2.0 | 1408% | 55 | -19 | -35% |
| 2020-04-01 | $0.0 | $2.2 | 54310% | 6 | 30 | 500% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, AK-03/28/2021, AL-03/28/2021, AR-03/28/2021, AZ-03/28/2021, CA-03/28/2021, CO-03/28/2021, CT-03/28/2021, DC-03/28/2021, DE-03/28/2021, FL-03/28/2021, GA-03/28/2021, HI-03/28/2021, IA-03/28/2021, ID-03/28/2021, IL-07/21/2021, IN-03/28/2021, KS-03/28/2021, KY-03/28/2021, LA-03/28/2021, MA-03/28/2021, MD-03/28/2021, ME-03/28/2021, MI-03/28/2021, MN-03/28/2021, MO-03/28/2021, MS-03/28/2021, MT-03/28/2021, NC-03/28/2021, ND-03/28/2021, NE-03/28/2021, NH-03/28/2021, NJ-04/06/2021, NM-03/28/2021, NV-03/28/2021, NY-03/28/2021, OH-03/28/2021, OK-03/28/2021, OR-03/28/2021, PA-03/28/2021, PR-03/28/2021, RI-03/28/2021, SC-03/28/2021, SD-03/28/2021, TN-03/28/2021, TX-03/28/2021, UT-03/28/2021, VA-03/28/2021, VI-03/28/2021, VT-03/28/2021, WA-03/28/2021, WI-03/28/2021, WV-03/28/2021, WY-03/28/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV