Also known as wisdom index
Wisdom Index Advisors is a fee-only wealth management firm in Prosper, Texas, founded in 2004. It reports about $221 million in assets under management. It serves select families, individuals, non-profit organizations, trustees, and sponsors of 401(k), 403(b) and other qualified retirement plans. Its approach centers on a proprietary planning tool called the Wisdom Index, principles drawn from the Book of Wisdom, and an investment philosophy based on academic research. It describes itself as a fiduciary.
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Wisdom Index Advisors is a wealth manager based in Prosper, United States, managing approximately $221M in assets.
Wisdom Index Advisors is headquartered in Prosper, United States.
Wisdom Index Advisors manages approximately $221M in assets under management.
Wisdom Index Advisors was founded in 2004.
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