Wise Money Israel Ltd

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Assets, Funds, Holdings

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Wise Money Israel Ltd
CRD #304753
SEC #801-117258
CIK #
AUM
Employees 3 (100% Investors, 0% Brokers)
Phone972547931830
Address6 Hamelacha Street
Binyamina, Israel
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($M)
40322416802010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 72 19.8
(b) Individuals (high net worth individuals) 10 9.0
(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 4 4.2
(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 3 0.8
(n) Other 0 0.0
Total 93 33.8
By Discretionary
Discretionary 91 31.0
Non-Discretionary 2 2.8
Total 93 33.8
By Non-United States Persons
Non-United States Persons 11.0
United States Persons 22.8
Total 93 33.8
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