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WISDOM INDEX ADVISORS

PROSPER, TX · CRD 132567 · IAPD ↗ · wisdomindex.com · 972-931-0063

$221.3MRegulatory AUM
1Advisory reps
4Employees
197Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2026 — WISDOM INDEX ADVISORS now reports custody of client assets ($27.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2026 — WISDOM INDEX ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2024 — WISDOM INDEX ADVISORS changed its website from financialinnov.com to wisdomindex.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.