Wise Money Israel LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,178,152
Clients
49
22% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
TypicalAverage account size
$350,575
About
Wise Money Israel LLC provides discretionary, fully managed investment accounts to individuals (including high net worth clients), trusts, estates, charitable organizations, and business entities. The firm offers a “Premium Account” program with a typical $50,000 minimum and manages about $17.18 million in client assets on a discretionary basis.
The firm’s investment approach centers on Israeli public equities and fixed income, with portfolios built from proprietary research that combines fundamental, technical, and economic analysis and includes ethical screening. Wise Money Israel generally pursues a mid- to long-term buy-and-hold orientation with portfolio rebalancing and may implement biblically responsible investing strategies when a client explicitly approves them in writing.
Distinctive features include the firm’s use of paid endorsements and testimonials delivered via podcasts and videos (with required disclosures under the SEC marketing rule), which is uncommon among peers. The firm is also affiliated with Wise Money Israel Ltd (an Israel-registered adviser owned by one of the members) and its managing member operates a separate financial-education business (Financial Heirs International LLC); those relationships and the services they provide to the firm are disclosed in the brochure.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Demographic focus
Religious/faith focused
Fee options
$0+: 2.00% $50,000+: 1.15% $50,000+: as low as below 1.15% (varies by client)
Account minimum: $50,000 Fee-only: Annual asset-based fee ranging from 1.15% to 2.00%, with possible lower fees for certain clients.
Main office location
Wise Money Israel LLC
St. Augustine FL, United States
Number of offices
2
Most active in
Wise Money Israel LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
YouTube
Website
(929) 309-0006
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