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| Wisdom Financial Services LLC
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|---|---|
| CRD # | 127385 |
| SEC # | 801-112566 |
| CIK # | |
| AUM | 779.2 M (2026-02-02) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 309-944-1117 |
| Address | 1043 South Oakwood Ave Geneseo, IL 61254 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,518 | 779.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,989 | 779.2 |
| By Discretionary | ||
| Discretionary | 3,989 | 779.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,989 | 779.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 779.2 | |
| Total | 3,989 | 779.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
PA | 788.3 M |
|
Investor's Fiduciary Advisor Network LLC
✚
|
787.4 M | |
|
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|
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|
New Vernon Wealth Management LLC
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IL | 781.0 M |
|
BCM Advisors LLC
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|
Satis Asset Management Ltd
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|
773.9 M | |
|
North Point Portfolio Managers Corporation
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|
OH | 773.3 M |
|
Seabridge Investment Advisors LLC
✚
|
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|
Drucker Wealth 30 LLC
✚
|
771.2 M |