Wisdom Wealth Investment Advisors LLC

RIASEC RegisteredEst. 2026

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$205K

Accounts

678

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 170536
Registered since: May 11, 2026
Website: www.wisdomwealth.solutions
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.11%
Individuals38.89%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wisdom Wealth Investment Advisors LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm reports SEC registration in 2026 and serves both individual & family clients and institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. Compensation is a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser is not positioned as an in-house capital allocator; it relies on third-party managers for alternatives and outsources custody to mainstream custodians. Wisdom Wealth is not identified as an active ESG investor and does not list multi-state advisory status.