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| Happy Holidays!! thanks for using AUM13F!! |
| VISE AI Advisors LLC
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| CRD # | 301761 |
| SEC # | 801-116970 |
| CIK # | |
| AUM | $2.2 B (2025-03-31) |
| Employees | 36 (58% Investors, 0% Brokers) |
| Phone | 201-375-3969 |
| Address | 521 Broadway New York City, NY 10012 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,777 | 1.2 |
| (b) Individuals (high net worth individuals) | 58 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 150 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 97 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,083 | 2.2 |
| By Discretionary | ||
| Discretionary | 5,083 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,083 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 5,083 | 2.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roffman Milller Associates Inc
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|
PA | 2.9 |
|
Bogart Wealth LLC
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|
VA | 2.7 |
|
Chas P Smith & Associates PA Cpa's
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|
FL | 2.7 |
|
Berger Financial Group Inc
✚
|
MN | 2.5 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 2.5 |
|
Key Financial Inc
✚
|
PA | 2.5 |
|
Motley Fool Wealth Management LLC
✚
|
VA | 2.2 |
|
John Hancock Personal Financial Services LLC
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|
MA | 2.0 |
|
SOFI Wealth LLC
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|
CA | 1.5 |
|
Forte Capital LLC
✚
|
NY | 1.5 |