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WISDOM WEALTH STRATEGIES

GREENWOOD VILLAGE, CO · CRD 170230 · IAPD ↗ · 720-314-8009

$190.5MRegulatory AUM
2Advisory reps
2Employees
7Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — WISDOM WEALTH STRATEGIES notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2026 — WISDOM WEALTH STRATEGIES reported RAUM up 25% ($152.3M -> $190.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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