WiseBanyan Review

Trust Score 86%
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Last updated: July 21st, 2019. Data source: SEC filings.

WiseBanyan, federally registered in 2014, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 3 advisors. WiseBanyan manages $178.7 million and provides investment advisory services for 23,659 clients (1:7887 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $7,553
Hybrid Advisor Yes
Disciplinary History No
Total AUM $178.7 million
Advisor / Client Ratio 1:7887
Headquarters Las Vegas, NV
SEC Filings Forms and Brochures    (CRD # 150953)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI

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