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VISE AI ADVISORS
VISE AI ADVISORS, LLC
CRD 301761 · SEC 801-116970
521 BROADWAY, 3RD FLOOR, NEW YORK CITY, NY, 10012, United States
Phone
201-375-3969
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.53B
Discretionary AUM
$8.53B
Team
44 total employees; 20 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14135 | $2.83B |
| High net worth individuals | 1870 | $5.22B |
| Pooled investment vehicles | 1 | $24.2M |
| Pension/profit sharing plans | 194 | $106.9M |
| Charitable organizations | 11 | $1.7M |
| Corporations/business entities | 194 | $341.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD