WISDOM WEALTH MANAGEMENT

Overview

Wisdom Wealth Management operates as an independent registered investment adviser organized as a limited liability company. The firm serves individuals and families, providing financial planning and portfolio management for both private clients and small businesses, and it also performs selection of other advisers when clients require access to outside managers. Wisdom Wealth Management describes itself as a capital allocator and reports an active ESG investment stance, which shapes its public-market selections and manager due diligence. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees, giving the firm flexibility to structure engagements across planning-only and managed-account relationships. The firm’s business model leans on third-party manager relationships: it sources mutual funds and external alternative fund managers rather than building large in-house alternative platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices