Wisdom Planning Group
Wisdom Planning Group is an SEC-registered mass-market adviser in Orlando, FL with $112.9M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Wisdom Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305721, SEC 801-132758, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $112.9M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Orlando, FL
- Employees
- 3
- Clients
- 115
- CRD
- 305721
- Ownership
- DELGADO, AMILKA, NMN; JONES, JOHN, MICHAEL
How much AUM does Wisdom Planning Group have?
Wisdom Planning Group reported $112.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Wisdom Planning Group?
Disclosed owners and executives of Wisdom Planning Group include DELGADO, AMILKA, NMN, JONES, JOHN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.