Visdom Investment Group LLC
Firm details
- Headquarters
- Rye Brook, New York
- CRD number
- 327619
- Registered since
- July 16, 2024
- Website
- visdomig.com
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.29%
- Corporations / Businesses6.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Visdom Investment Group LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and provides portfolio management services primarily to individuals, families and small-business clients, as well as some institutional relationships. Its advisory work is delivered on a fee‑based, percentage‑of‑AUM model and is focused on discretionary equity portfolio management rather than pension consulting, multi‑state advisory, or ESG‑driven mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities100%
Owners & executives
2 of 2
Richard Selvala
CEOCRD 2521488
Patrick Clough
COO, CCO, CFOCRD 4854823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rye Brook, NY
Westchester
Location
Rye Brook, NY
Headquartered in Rye Brook, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 4 International Dr
- Time zone
- ET (UTC-5)
- Office locations
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