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CRD#: 329919
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for WISE US ASSETS INC Comes From

Understanding the Statistics for WISE US ASSETS INC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
No Information
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HNWI
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MISC
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Registered
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
30 W. 26th St Sixth Floor, New York, NY 10010
Mailing Address
30 W. 26th St Sixth Floor, New York, NY 10010
Firm Size
Small
Phone Number
(888) 908-3833
Established
Delaware since 01/31/2024
Firm Type
Corporation
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
WISE US HOLDINGS INCSHAREHOLDER
BLANCO MARQUEZ, ADRIANA GRISELLEGENERAL SECURITIES PRINCIPAL7778003
KRZAK, ALEXANDER JACOBPOO6349160
LAW, KA-MING FRANCISFINOP, PFO2569806
MORIAH, SHINNELL OBONETTACHIEF COMPLIANCE OFFICER/INTERIM CHIEF EXECUTIVE OFFICER6182124

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Advisor's working at WISE US ASSETS INC

AB

Adriana Griselle Blanco Marquez

Adriana G Blanco, Adriana Blanco
RR
CRD#: 7778003
Location:
New York, NY 10036
Company:
WINTERFLOOD SECURITIES US CORPORATION
Disclosures:
Experience:
2 years
View Profile
SM

Shinnell Obonetta Moriah

Shinnell Aregbesola, Shinnell Obonetta Aregbesola, Shinnell Obonetta Moriah
RR
CRD#: 6182124
Location:
New York, NY 10010
Company:
WISE US ASSETS INC
Disclosures:
Experience:
12 years
View Profile
AK

Alexander Jacob Krzak

Alex Krzak
RR
CRD#: 6349160
Location:
Bryn Mawr, PA 19010
Company:
AGILE TRADING TECHNOLOGIES, LLC
Disclosures:
Experience:
6 years
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