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WISDOM INDEX ADVISORS
102 S. Main Street
Prosper, Texas 75078
Tel: 972-931-0063
About WISDOM INDEX ADVISORS
WISDOM INDEX ADVISORS, formally registered with the SEC as WISDOM INDEX ADVISORS. The firm was established in 06/07/2019. They have over 2 offices throughout the country.
WISDOM INDEX ADVISORS is a Prosper, Texas based Financial Planning firm with nearly $180,307,263 assets under management, offering retirement planning & investment advisory services to 631 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132567 |
| SEC# | 801-116762 |
| Assets Managed by Firm | $180,307,263 |
| No. of Clients | 631 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 631 | $180,307,263 |
| Individuals (other than high net worth individuals) | 115 | $42,647,437 |
| High net worth individuals | 63 | $120,970,928 |
| Pension and profit sharing plans | 8 | $13,873,396 |
| Charitable organizations | 1 | $1 |
| Corporations or other businesses | 3 | $2,815,501 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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