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WWA PLANNING & INVESTMENTS
WISDOM WEALTH ABUNDANCE, LLC
CRD 281159
427 WASHINGTON ST, COLUMBUS, IN, 47201, United States
Phone
812-379-1120
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$105.7M
Discretionary AUM
$105.1M
Team
4 total employees; 4 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $19.1M |
| High net worth individuals | 39 | $86.0M |
| Charitable organizations | 1 | $535K |
| Corporations/business entities | 2 | $7K |
All web addresses on file
Official SEC filing: View on IAPD