SEC Form ADV

WISDOM WEALTH STRATEGIES

Firm profile: Wisdom Wealth Strategies — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCO
$190.5M
Assets Under Management
7
Total Clients
2
Employees
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Registration Details

Accession
crd-170230
Location
GREENWOOD VILLAGE, CO
Filing Date
July 29, 2026
AUM
$190.5M
Total Clients
7
Employees
2
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

WISDOM WEALTH STRATEGIES is a registered investment adviser headquartered in GREENWOOD VILLAGE, CO, managing approximately $190.5M in assets across 7 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.