Wisdom Financial Planning
Wisdom Financial Planning is an SEC-registered mass-market adviser in Tampa, FL with $165.6M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Wisdom Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145275, SEC 801-121513, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $165.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 3
- Clients
- 185
- CRD
- 145275
- Ownership
- BOYER, JOHN, RICHARD; Correa, Sarina, Louise
How much AUM does Wisdom Financial Planning have?
Wisdom Financial Planning reported $165.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wisdom Financial Planning?
Disclosed owners and executives of Wisdom Financial Planning include BOYER, JOHN, RICHARD, Correa, Sarina, Louise. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.