WISDOM WEALTH STRATEGIES

Overview

Wisdom Wealth Strategies is an independent, individual-owned registered investment adviser that began SEC registration in 2021 and operates as a limited liability company. The firm primarily serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. It also functions as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly engagements, and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices