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WISE MONEY ISRAEL
WISE MONEY ISRAEL LTD.
CRD 304753 · SEC 801-117258
6 HAMELACHA STREET, BINYAMINA, AZ, 3057319, Israel
Phone
+972-79-6984545
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$94.9M
Discretionary AUM
$90.0M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $37.2M |
| High net worth individuals | 34 | $43.0M |
States served
AZ, CA, NE, NC, OH, PA, SC, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD