AdvisorOS Directory
Claim Profile
AB

Andrea Lynn Blackwelder

WISDOM WEALTH STRATEGIES, LLC·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
7400 EAST ORCHARD ROAD, GREENWOOD VILLAGE, CO 80111CRD# 4983330Firm CRD# 170230
01

About

Andrea Lynn Blackwelder is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with WISDOM WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WISDOM WEALTH STRATEGIES, LLC
WISDOM WEALTH STRATEGIES
AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WISDOM WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4983330
Firm CRD# 170230
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWOOD VILLAGE?

Browse all registered financial advisors in GREENWOOD VILLAGE, Colorado or claim this profile if it's yours.

Browse GREENWOOD VILLAGE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrea Lynn Blackwelder offer?
Andrea Lynn Blackwelder specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Andrea Lynn Blackwelder's credentials?
Andrea Lynn Blackwelder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Lynn Blackwelder located?
Andrea Lynn Blackwelder is based in GREENWOOD VILLAGE, Colorado, working with WISDOM WEALTH STRATEGIES, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Andrea Lynn Blackwelder charge for services?
Andrea Lynn Blackwelder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISDOM WEALTH STRATEGIES, LLC?
WISDOM WEALTH STRATEGIES, LLC has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENWOOD VILLAGE
Scott Charles Sipple — ADVISED ASSETS GROUP, LLCGeoffry Sean Eliason — PEAK CAPITAL MANAGEMENT, LLCKarin Elaine Johnson — IMPACT CAPITAL PARTNERS LLCWilliam Craig Jeffries — EMPOWER ADVISORY GROUP, LLCDouglas Guy Temple — ASCENT INVESTMENT ADVISORS, LLC
Nearby cities in Colorado
DENVER (1269)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile