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WISDOM WEALTH STRATEGIES
7400 East Orchard Road
Suite 130
Greenwood Village, Colorado 80111
Tel: 720-314-8009
About WISDOM WEALTH STRATEGIES
WISDOM WEALTH STRATEGIES, formally registered with the SEC as WISDOM WEALTH STRATEGIES. The firm was established in 05/06/2021. They have over 1 offices throughout the country.
WISDOM WEALTH STRATEGIES is a Greenwood Village, Colorado based Financial Planning firm with nearly $152,303,857 assets under management, offering retirement planning & investment advisory services to 641 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170230 |
| SEC# | 801-121154 |
| Assets Managed by Firm | $152,303,857 |
| No. of Clients | 641 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 641 | $152,303,857 |
| Individuals (other than high net worth individuals) | 136 | $33,985,215 |
| High net worth individuals | 74 | $118,318,642 |
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