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| Keyboard |
| 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) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 197 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pacific Park Financial Inc
✚
|
CA | 221.6 M |
|
Hager Investment Management Services LLC
✚
|
NH | 221.6 M |
|
Avantra Family Wealth Inc
✚
|
PA | 221.6 M |
|
Capital Developers LLC
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NC | 221.5 M |
|
Riverglades Family Offices LLC
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FL | 221.4 M |
|
Lynx Advisory Partners LLC
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|
FL | 221.4 M |
|
DWR Wealth Management LLC
✚
|
CA | 221.2 M |
|
Pullen Investment Management LLC
✚
|
FL | 221.0 M |
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 220.9 M |
|
Equitycompass Investment Management LLC
✚
|
MD | 220.9 M |