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| Wisdom Index Advisors LLC
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|
|---|---|
| CRD # | 132567 |
| SEC # | 801-116762 |
| CIK # | |
| AUM | $221.3 M (2026-03-30) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 972-931-0063 |
| Address | 102 S Main Street Prosper, TX 75078 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 42.2 |
| (b) Individuals (high net worth individuals) | 75 | 158.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 18.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 659 | 221.3 |
| By Discretionary | ||
| Discretionary | 659 | 221.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 221.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.3 | |
| Total | 659 | 221.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacific Park Financial Inc
✚
|
CA | 0.2 |
|
Hager Investment Management Services LLC
✚
|
NH | 0.2 |
|
Avantra Family Wealth Inc
✚
|
PA | 0.2 |
|
Capital Developers LLC
✚
|
NC | 0.2 |
|
Riverglades Family Offices LLC
✚
|
FL | 0.2 |
|
Lynx Advisory Partners LLC
✚
|
FL | 0.2 |
|
DWR Wealth Management LLC
✚
|
CA | 0.2 |
|
Pullen Investment Management LLC
✚
|
FL | 0.2 |
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 0.2 |
|
Equitycompass Investment Management LLC
✚
|
MD | 0.2 |