Wisdom Index Advisors

RIASEC RegisteredEst. 2019

Total AUM

$221M

Discretionary

$221M

100% of AUM

Avg account

$336K

Accounts

659

Employees

Advisory reps

Firm details

Headquarters: Prosper, Texas
CRD number: 132567
Registered since: June 7, 2019
Custodians: CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI71.78%
Individuals19.09%
Pension & Profit Sharing Plans8.13%
Corporations / Businesses1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wisdom Index Advisors is an independent, SEC-registered RIA organized as an LLC and in operation since 2019. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Compensation comes primarily from percentage-of-AUM fees, supplemented by hourly billing for certain engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator.