Overview
Assets Under Management: $635 million
Headquarters: GENESEO, IL
High-Net-Worth Clients: 12
Average Client Assets: $53 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $53 million
Total Client Accounts: 1,423
Discretionary Accounts: 1,416
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 127385
Filing ID: 1996893
Last Filing Date: 2025-06-11 10:25:00
Website: https://wisdomfinancial.net