Wisdom Wealth Strategies
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 170230
- Registered since
- May 6, 2021
- Website
- www.wisdomws.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.01%
- Individuals21.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wisdom Wealth Strategies is an independent, individual-owned registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves primarily individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its billing combines asset-based fees with hourly and fixed-fee arrangements. The firm also operates as an insurance broker. Wisdom Wealth Strategies does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities11%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Andrea Blackwelder
Founder and OwnerCRD 4983330
Joseph Clemens
Founding PartnerCRD 4877222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 7400 E Orchard Rd
- Time zone
- MT (UTC-7)
- Office locations
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