Visdom Investment Group LLC
Visdom Investment Group LLC is an SEC-registered ria in Westport, CT with $53.1M assets under management (AUM, regulatory AUM), -71% over one year. See who owns Visdom Investment Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327619, SEC 801-130619, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $53.1M (2026-03-31)
- Firm type
- Ria
- Location
- Westport, CT
- Employees
- 4
- Clients
- 10
- CRD
- 327619
- Ownership
- SELVALA, RICHARD, LEE; CLOUGH, PATRICK, JOSEPH
How much AUM does Visdom Investment Group LLC have?
Visdom Investment Group LLC reported $53.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Visdom Investment Group LLC?
Disclosed owners and executives of Visdom Investment Group LLC include SELVALA, RICHARD, LEE, CLOUGH, PATRICK, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.