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WISDOM INDEX ADVISORS
WISDOM INDEX ADVISORS, LLC
CRD 132567 · SEC 801-116762
102 S. MAIN STREET, PROSPER, TX, 75078, United States
Phone
972-931-0063
Fax
214-853-4224
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.3M
Discretionary AUM
$221.3M
Team
4 total employees; 1 advisory reps; 197 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $42.2M |
| High net worth individuals | 75 | $158.8M |
| Pension/profit sharing plans | 10 | $18.0M |
| Corporations/business entities | 3 | $2.2M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD