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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