Overview
Assets Under Management: $180 million
Headquarters: PROSPER, TX
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
WISDOM INDEX ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132567), WISDOM INDEX ADVISORS, LLC is subject to fiduciary duty under federal law.
WISDOM INDEX ADVISORS, LLC is headquartered in PROSPER, TX.
WISDOM INDEX ADVISORS, LLC serves 74 high-net-worth clients according to their SEC filing dated April 25, 2024. View client details ↓
According to their SEC Form ADV, WISDOM INDEX ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WISDOM INDEX ADVISORS, LLC manages $180 million in client assets according to their SEC filing dated April 25, 2024.
According to their SEC Form ADV, WISDOM INDEX ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 631
Discretionary Accounts: 631
Regulatory Filings
CRD Number: 132567
Last Filing Date: 2024-04-25 00:00:00
Website: https://wisdomindex.com