Obsidian Wisdom

Overview

Obsidian Wisdom is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and identifies itself as a capital allocator that uses third-party managers. Its advisory offering includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars and workshops. Fees are charged as a percentage of assets under management and can also include hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives