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WISDOM WEALTH INVESTMENT ADVISORS LLC
CRD 170536 · SEC 801-136216
6930 E. CHAUNCY LANE, SUITE 220, PHOENIX, AZ, 85054, United States
Phone
(602) 494-4100
Fax
(602) 494-1444
Registration
— (—)
Source
State registered
Total AUM
$138.8M
Discretionary AUM
$138.8M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 230 | $54.0M |
| High net worth individuals | 40 | $84.8M |
| Pension/profit sharing plans | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD