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VISE AI ADVISORS

NEW YORK CITY, NY · CRD 301761 · IAPD ↗ · vise.com · 201-375-3969

$8.53BRegulatory AUM
20Advisory reps
44Employees
0Clients
0Planning clients
1Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
July 2026 — VISE AI ADVISORS reported RAUM up 41% ($6.03B -> $8.53B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
July 2026 — VISE AI ADVISORS now reports custody of client assets ($24.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
July 2026 — VISE AI ADVISORS now reports 1 private fund(s) ($24.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
75
April 2026 — VISE AI ADVISORS reported RAUM up 177% ($2.18B -> $6.03B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — VISE AI ADVISORS grew from 17 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — VISE AI ADVISORS reported RAUM up 103% ($1.07B -> $2.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
October 2024 — VISE AI ADVISORS crossed $1B in regulatory AUM ($637.9M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — VISE AI ADVISORS crossed $500M in regulatory AUM ($481.7M -> $637.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.