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WISDOM WEALTH STRATEGIES
Legal name: WISDOM WEALTH STRATEGIES, LLC
CRD 170230File 801-121154
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$190.5M
Bottom 25% of cohort (national)
Discretionary AUM
$190.5M
Clients
219
680 accounts
Employees
2
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 6, 2021
- Principal office
- 7400 EAST ORCHARD ROAD, SUITE 130, GREENWOOD VILLAGE, CO, 80111
- Phone
- 720-314-8009
- Website
- HTTP://WWW.WISDOMWS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $190.5M
- Discretionary AUM
- $190.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 680
- Non-discretionary accounts
- 0
- Total accounts
- 680
- AUM per client
- $870K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $148.6M |
| Individuals (other than high net worth individuals) | 140 | $41.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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 | Clients | 210 | 219 | increased by9 |
| Mar 1, 2026 | AUM | $152,303,857 | $190,454,507 | increased by$38,150,650 |
| Mar 1, 2026 | Accounts | 641 | 680 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 216 | 210 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $120,418,670 | $152,303,857 | increased by$31,885,187 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 597 | 641 | increased by44 |
| Apr 1, 2022 | Clients | 201 | 216 | increased by15 |
| Apr 1, 2022 | AUM | $106,396,248 | $120,418,670 | increased by$14,022,422 |
| Apr 1, 2022 | Accounts | 535 | 597 | increased by62 |
| Jun 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 WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WISDOM WEALTH” 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.