Wisdom Wealth Investment Advisors LLC
Wisdom Wealth Investment Advisors LLC is an SEC-registered mass-market adviser with $138.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wisdom Wealth Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170536, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $138.8M (2026-04-08)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 271
- CRD
- 170536
- Ownership
- BOTTLE, BLAKE, LEPAGE; MCINERNEY, JOSEPH, DAMIAN
How much AUM does Wisdom Wealth Investment Advisors LLC have?
Wisdom Wealth Investment Advisors LLC reported $138.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Wisdom Wealth Investment Advisors LLC?
Disclosed owners and executives of Wisdom Wealth Investment Advisors LLC include BOTTLE, BLAKE, LEPAGE, MCINERNEY, JOSEPH, DAMIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.