Overview
Assets Under Management: $152 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
WISDOM WEALTH STRATEGIES, 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 #170230), WISDOM WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
WISDOM WEALTH STRATEGIES, LLC is headquartered in GREENWOOD VILLAGE, CO.
WISDOM WEALTH STRATEGIES, LLC serves 74 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, WISDOM WEALTH STRATEGIES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WISDOM WEALTH STRATEGIES, LLC manages $152 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, WISDOM WEALTH STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 641
Discretionary Accounts: 641
Regulatory Filings
CRD Number: 170230
Last Filing Date: 2025-01-31 00:00:00
Website: https://wisdomws.com