Wise Capital Management Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Wise Capital Management Inc ✚
CRD #	166139
SEC #	801-77441
CIK #	0002018864
AUM
Employees	6 (50% Investors, 0% Brokers)
Phone	416-789-0877
Address	51 Prince Charles Drive Toronto, Canada
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	38	23.4
(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	0	0.0
(h) Charitable organizations	0	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	5	3.0
(n) Other	0	0.0
Total	71	26.4
By Discretionary
Discretionary	71	26.4
Non-Discretionary	0	0.0
Total	71	26.4
By Non-United States Persons
Non-United States Persons		26.4
United States Persons		0.0
Total	71	26.4

EDGAR Form	CIK	2011 - 2025
D	[0002018864]

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