|
⚲
|
| Wisdom Financial Services LLC
✚
|
|
|---|---|
| CRD # | 127385 |
| SEC # | 801-112566 |
| CIK # | |
| AUM | $779.2 M (2026-02-02) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 309-944-1117 |
| Address | 1043 South Oakwood Ave Geneseo, IL 61254 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,518 | 779.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,989 | 779.2 |
| By Discretionary | ||
| Discretionary | 3,989 | 779.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,989 | 779.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 779.2 | |
| Total | 3,989 | 779.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HOEY Investments Inc
✚
|
PA | 0.8 |
|
Investor's Fiduciary Advisor Network LLC
✚
|
0.8 | |
|
Sycamore Financial Group Inc
✚
|
IN | 0.8 |
|
Whelan Financial
✚
|
CA | 0.8 |
|
New Vernon Wealth Management LLC
✚
|
IL | 0.8 |
|
BCM Advisors LLC
✚
|
LA | 0.8 |
|
Satis Asset Management Ltd
✚
|
0.8 | |
|
North Point Portfolio Managers Corporation
✚
|
OH | 0.8 |
|
Seabridge Investment Advisors LLC
✚
|
NJ | 0.8 |
|
Drucker Wealth 30 LLC
✚
|
0.8 |