Overview

Headquarters
Greenwood Village, CO
Total Firm Assets
$190 million
Average High-Net-Worth Client Portfolio Size
$1.9 million

Fee Disclosure

Source: WISDOM WEALTH STRATEGIES FORM ADV PART 2A - 20260210 (2026-02-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $1,000,000 1.10%
$1,000,001 $2,000,000 1.00%
$2,000,001 $3,000,000 0.90%
$3,000,001 $4,000,000 0.80%
$4,000,001 $5,000,000 0.70%
$5,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,750 1.18%
$5 million $45,750 0.92%
$10 million $75,750 0.76%
$50 million $315,750 0.63%
$100 million $615,750 0.62%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
78.01%
Number of High-Net-Worth Clients
79
Total Client Accounts
680
Discretionary Accounts
680

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
170230
  • WISDOM WEALTH STRATEGIES FORM ADV PART 2A - 20260210 (2026-02-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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