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WISDOM FINANCIAL SERVICES, L.L.C.
CRD 127385File 801-112566
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$779.2M
Above cohort median (national)
Discretionary AUM
$779.2M
Clients
1,518
3,989 accounts
Employees
14
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 5, 2018
- Principal office
- 1043 SOUTH OAKWOOD AVE, GENESEO, IL, 61254
- Phone
- 309-944-1117
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $779.2M
- Discretionary AUM
- $779.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,989
- Non-discretionary accounts
- 0
- Total accounts
- 3,989
- AUM per client
- $513K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,518 | $779.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 17 | 14 | decreased by3 |
| Mar 1, 2026 | Clients | 1,423 | 1,518 | increased by95 |
| Mar 1, 2026 | AUM | $635,352,146 | $779,162,589 | increased by$143,810,443 |
| Mar 1, 2026 | Accounts | 1,423 | 3,989 | increased by2,566 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 16 | 17 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,219 | 1,423 | increased by204 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $508,692,514 | $635,352,146 | increased by$126,659,632 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,113 | 1,423 | decreased by1,690 |
| Apr 1, 2022 | Clients | 1,159 | 1,219 | increased by60 |
| Apr 1, 2022 | AUM | $440,045,501 | $508,692,514 | increased by$68,647,013 |
| Apr 1, 2022 | Accounts | 2,917 | 3,113 | increased by196 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WISDOM FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WISDOM FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.