Wisdom Index Advisors
Wisdom Index Advisors is an SEC-registered wealth manager in Prosper, TX with $221.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Wisdom Index Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132567, SEC 801-116762, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $221.3M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Prosper, TX
- Employees
- 4
- Clients
- 197
- CRD
- 132567
- Ownership
- DAVIDSON, MICHAEL, JAMES; WINEBRENNER, MATTHEW, LAWRENCE
How much AUM does Wisdom Index Advisors have?
Wisdom Index Advisors reported $221.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Wisdom Index Advisors?
Disclosed owners and executives of Wisdom Index Advisors include DAVIDSON, MICHAEL, JAMES, WINEBRENNER, MATTHEW, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.