Israel Brokerage And Investment I.B.I. Trade Ltd
$8.4M reported client assets across 1 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Wise Money Israel Ltd. | $8.4M | $94.9M | 8.9% | 03/06/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.