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WISDOM FINANCIAL SERVICES, L.L.C.
CRD 127385 · SEC 801-112566
1043 SOUTH OAKWOOD AVE, GENESEO, IL, 61254, United States
Phone
309-944-1117
Fax
309-944-1118
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$779.2M
Discretionary AUM
$779.2M
Team
14 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1518 | $779.2M |
States served
AZ, AR, CA, CO, GA, IL, IN, IA, MI, MN, TN, WI, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD