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WISDOM INVESTMENTS
WISDOM INVESTMENTS INC.
CRD 123197
2000 CENTER DR., SUITE EAST D219, HOFFMAN ESTATES, IL, 60192, United States
Phone
224-735-7185
Fax
844-274-2908
Registration
— (—)
Source
State registered
Total AUM
$53.1M
Discretionary AUM
$53.1M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $10.6M |
| High net worth individuals | 42 | $42.2M |
| Charitable organizations | 1 | $202K |
| Corporations/business entities | 1 | $38K |
All web addresses on file
Official SEC filing: View on IAPD