Wisdom Wealth Strategies
Wisdom Wealth Strategies is an SEC-registered mass-market adviser in Greenwood Village, CO with $190.5M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Wisdom Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170230, SEC 801-121154, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $190.5M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Greenwood Village, CO
- Employees
- 2
- Clients
- 219
- CRD
- 170230
- Ownership
- BLACKWELDER, ANDREA, LYNN; CLEMENS, JOSEPH, DALE
How much AUM does Wisdom Wealth Strategies have?
Wisdom Wealth Strategies reported $190.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Wisdom Wealth Strategies?
Disclosed owners and executives of Wisdom Wealth Strategies include BLACKWELDER, ANDREA, LYNN, CLEMENS, JOSEPH, DALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.