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Chief Technology Officer · Vise AI Advisors

Runik Mehrotra

CRD 7126920 · Named on Form ADV at one SEC-registered adviser

At a glance

Vise AI Advisors, an SEC-registered wealth manager based in New York City, NY with $8.5 billion in regulatory assets, lists Runik Mehrotra on its Form ADV as Chief Technology Officer, a control person.

Firms and roles

  • Vise AI AdvisorsChief Technology OfficerWealth manager · New York City, NY · $8.5B in regulatory assets

AtlasMembers

Runik’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Runik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.