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WISDOM CAPITAL ASSET MANAGEMENT, LLC

· CRD 307648 · IAPD ↗ · wisdom-cap.com · 9173970393

$71.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — WISDOM CAPITAL ASSET MANAGEMENT, LLC reported RAUM up 45% ($52.8M -> $76.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
October 2024 — WISDOM CAPITAL ASSET MANAGEMENT, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — WISDOM CAPITAL ASSET MANAGEMENT, LLC reported RAUM down 30% ($75.9M -> $52.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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