Wisdom Capital Asset Management, LLC
Wisdom Capital Asset Management, LLC is an SEC-registered wealth manager with $71.0M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Wisdom Capital Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307648, SEC 801-128392, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $71.0M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 27
- CRD
- 307648
- Ownership
- BANDELLI, ROBERTO
How much AUM does Wisdom Capital Asset Management, LLC have?
Wisdom Capital Asset Management, LLC reported $71.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wisdom Capital Asset Management, LLC?
Disclosed owners and executives of Wisdom Capital Asset Management, LLC include BANDELLI, ROBERTO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.