Overview
Assets Under Management: $152 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 74
Average Client Assets: $2 million
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