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WISDOM CAPITAL ASSET MANAGEMENT, LLC
CRD 307648 · SEC 801-128392
NY, United States
Phone
9173970393
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$71.0M
Discretionary AUM
$71.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $40.9M |
| Pooled investment vehicles | 1 | $8.6M |
| Other investment advisers | 2 | $511K |
| Corporations/business entities | 2 | $1.5M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD