WISDOM WEALTH STRATEGIES, LLC

WISDOM WEALTH STRATEGIES
GREENWOOD VILLAGE, Colorado·2 registered advisors·CRD# 170230
SEC# 801-1211540720-314-8009
01

Firm Overview

AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WISDOM WEALTH STRATEGIES, LLC

2 registered advisors
Andrea Lynn Blackwelder
GREENWOOD VILLAGE, Colorado
Joseph Dale Clemens
GREENWOOD VILLAGE, Colorado
05

Office Locations

GREENWOOD VILLAGE, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. WISDOM WEALTH STRATEGIES, LLC (CRD# 170230) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.