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Building 2WISDOM WEALTH INVESTMENT ADVISORS LLC

Map pinPHOENIX, AZ
Phone(602) 494-4100
NotebookSEC #801-136216
Total AUM
$138.8M
Employees
2
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6930 E. CHAUNCY LANE
SUITE 220
PHOENIX
AZ 85054
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(602) 494-4100

ReceiptFinancials

Total AUM
$138.8M
Accounts
678
Discretionary
$138.8M
Accounts
678
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
230
AUM
$54M
HNW Individual Clients
40
AUM
$84.8M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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