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| Keyboard |
| Wisdom Wealth Investment Advisors LLC
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|---|---|
| CRD # | 170536 |
| SEC # | 801-136216 |
| CIK # | |
| AUM | 138.8 M (2026-04-08) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 602-494-4100 |
| Address | 6930 E Chauncy Lane Phoenix, AZ 85054 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 54.0 |
| (b) Individuals (high net worth individuals) | 40 | 84.8 |
| (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 | 1 | 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 | 678 | 138.8 |
| By Discretionary | ||
| Discretionary | 678 | 138.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 678 | 138.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.8 | |
| Total | 678 | 138.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
MPWA Inc
✚
|
CA | 140.8 M |
|
RSG Investments LLC
✚
|
KS | 140.5 M |
|
Hoya Capital Real Estate LLC
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CT | 140.1 M |
|
Bosman Wealth Management LLC
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CA | 140.1 M |
|
Metanoia Financial LLC
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|
138.7 M | |
|
TKC Wealth Management LLC
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|
TX | 138.6 M |
|
Tarheel Advisors LLC
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|
NC | 137.8 M |
|
Ruggiero Investments Inc
✚
|
FL | 137.6 M |
|
21 West Wealth Management LLC
✚
|
CA | 137.1 M |
|
Harger and Company Inc
✚
|
LA | 137.0 M |