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Building 2WISDOM WEALTH STRATEGIES

Map pinGREENWOOD VILLAGE, CO
Phone720-314-8009
NotebookSEC #801-121154
Total AUM
$190.5M
Employees
2
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7400 EAST ORCHARD ROAD
SUITE 130
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
720-314-8009

ReceiptFinancials

Total AUM
$190.5M
Accounts
680
Discretionary
$190.5M
Accounts
680
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
140
AUM
$41.9M
HNW Individual Clients
79
AUM
$148.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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