Wisdom Investment Strategies, LLC

Overview

Wisdom Investment Strategies, LLC is a small, independent registered investment adviser focused on individual and family clients. The firm offers financial planning and direct portfolio management for individuals, small businesses and business or institutional clients. Its practice tilts toward equity-based strategies: the firm lists a preference for exchange-traded equities and appears to manage most client assets on a discretionary basis. Fee arrangements are flexible — Wisdom Investment Strategies charges a percentage of AUM and also uses hourly and fixed fees, with performance-based fee arrangements available. The firm is not an active ESG investor, is not multi-state registered, and does not operate as a capital allocator. The ownership is individual, which aligns with the boutique size and client concentration reflected in its asset and account counts.

Assets & Accounts

Public Holdings

Location & Offices