WISDOM FINANCIAL SERVICES, L.L.C.
CRD #127385 SEC #801-112566 GENESEO, IL 309-944-1117
SEC Registered
Total AUM
$635.4M
Discretionary
$634.4M
Employees
17
Clients
101
Accounts
1,423
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $635.4M | $634.4M | $963.8K | 17 | 0 |
| Jun 2025 | $635.4M | $634.4M | $963.8K | 16 | 0 |
| Jan 2025 | $635.4M | $634.4M | $963.8K | 16 | 0 |
| Jan 2024 | $578.2M | $578.1M | $133.3K | 16 | 0 |
| Jan 2023 | $501.1M | $500.9M | $201.7K | 15 | 0 |
| Dec 2022 | $508.7M | $507.2M | $1.5M | 15 | 0 |
| Mar 2022 | $508.7M | $507.2M | $1.5M | 15 | 0 |
| Dec 2021 | $440M | $438.6M | $1.4M | 15 | 1,110 |
| Feb 2021 | $440M | $438.6M | $1.4M | 15 | 1,110 |
| Jun 2020 | $380.8M | $380.8M | $0 | 15 | 1,110 |
| Feb 2020 | $380.8M | $380.8M | $0 | 15 | 1,110 |
| Mar 2019 | $245M | $245M | $0 | 9 | 928 |
| Mar 2018 | $105M | $105M | $0 | 9 | 928 |
| Feb 2018 | $350.9M | $105M | $245.9M | 9 | 928 |
DateNov 2025
Total AUM$635.4M
Discretionary$634.4M
Non-Disc.$963.8K
Employees17
Clients0
DateJun 2025
Total AUM$635.4M
Discretionary$634.4M
Non-Disc.$963.8K
Employees16
Clients0
DateJan 2025
Total AUM$635.4M
Discretionary$634.4M
Non-Disc.$963.8K
Employees16
Clients0
DateJan 2024
Total AUM$578.2M
Discretionary$578.1M
Non-Disc.$133.3K
Employees16
Clients0
DateJan 2023
Total AUM$501.1M
Discretionary$500.9M
Non-Disc.$201.7K
Employees15
Clients0
DateDec 2022
Total AUM$508.7M
Discretionary$507.2M
Non-Disc.$1.5M
Employees15
Clients0
DateMar 2022
Total AUM$508.7M
Discretionary$507.2M
Non-Disc.$1.5M
Employees15
Clients0
DateDec 2021
Total AUM$440M
Discretionary$438.6M
Non-Disc.$1.4M
Employees15
Clients1,110
DateFeb 2021
Total AUM$440M
Discretionary$438.6M
Non-Disc.$1.4M
Employees15
Clients1,110
DateJun 2020
Total AUM$380.8M
Discretionary$380.8M
Non-Disc.$0
Employees15
Clients1,110
DateFeb 2020
Total AUM$380.8M
Discretionary$380.8M
Non-Disc.$0
Employees15
Clients1,110
DateMar 2019
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees9
Clients928
DateMar 2018
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees9
Clients928
DateFeb 2018
Total AUM$350.9M
Discretionary$105M
Non-Disc.$245.9M
Employees9
Clients928