← Tributary

WISDOM PLANNING GROUP

ORLANDO, FL · CRD 305721 · IAPD ↗ · wisdompg.com · (407) 462-5486

$112.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — WISDOM PLANNING GROUP (ORLANDO, FL) is newly SEC-registered with $105.3M RAUM and 3 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.