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WISDOM WEALTH INVESTMENT ADVISORS LLC

PHOENIX, AZ · CRD 170536 · IAPD ↗ · wisdomwealth.solutions · (602) 494-4100

$138.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — WISDOM WEALTH INVESTMENT ADVISORS LLC (PHOENIX, AZ) is newly SEC-registered with $138.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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