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WISDOM WEALTH STRATEGIES
WISDOM WEALTH STRATEGIES, LLC
CRD 170230 · SEC 801-121154
7400 EAST ORCHARD ROAD, SUITE 130, GREENWOOD VILLAGE, CO, 80111, United States
Phone
720-314-8009
Fax
720-222-8435
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.5M
Discretionary AUM
$190.5M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $41.9M |
| High net worth individuals | 79 | $148.6M |
States served
CO
All web addresses on file
Official SEC filing: View on IAPD