9AT: WISE WEALTH MANAGEMENT, LLC

WISE WEALTH MANAGEMENT, LLC

WISE WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 05/04/2010
Other registrations (1)	New York, Terminated, 06/09/2010
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	130,102,202 20%
of that, discretionary	127,944,688 18%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	586,046 -11%
% High Net Worth	44.58% 18%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

128M 110M 91M 73M 55M 37M 18M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Wise Wealth Management was founded in 2004 by Stephanie Meket, and is federally registered with the SEC (Securities and Exchange Commission) as a Registered Investment Adviser. Ms. Meket is sole owner of this firm, and the firm is privately held. We are an independent, comprehensive wealth management firm that has offered a complete range of investment management and financial planning services since 2001. Prior to engaging us to provide any investment advisory services, Clients enter into a formal Investment Advisory Agreement which sets forth the terms and conditions under which we manage and invest assets. It also includes a separate agreement for clearing and custody of assets with any designated custodial firm. We work with Clients to define their financial objectives, and to develop strategies for reaching those objectives, some of which may include but are not limited to: retirement planning, identification of financial problems, cash flow and budget

management, mitigation of risk exposure, portfolio management, education funding, estate planning, charitable goals, special-needs planning, family business succession issues, insurance, and fringe employee benefits. We allocate Clients’ assets on a discretionary basis among mutual funds, exchange-traded funds, individual bonds or equity securities, and options in accordance with the investment objectives and stated risk-tolerance of the Client. We tailor all investment recommendations to the individual needs, and especially the unique risk- tolerance and tax-situation of each Client. Goals, timelines, and objectives are reviewed and updated in meetings, emails and phone calls. Clients may always impose restrictions on investing in certain securities or types of securities. As of December 31, 2023, Wise Wealth Management managed approximately $108,316,904 of Client assets on a discretionary basis and $44,558 of Client assets on a nondiscretionary basis.