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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| BEAN, JOHN, WILLIAM | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| FORD, CURTIS, J | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, GREGORY, A. | I | MANAGING MEMBER, WEALTH COACH & CCO | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| HEATON, JUSTIN, MICHAEL | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, JAMES, H | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| NASH, ROBERT, N | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
| WIEGAND, MICHAEL, ANTHONY | I | MANAGING MEMBER & WEALTH COACH | B | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (21)
AR AZ CA CO FL GA IA IL IN KS KY MI MN MO NE NH NV OH TN TX WI
Address
1043 SOUTH OAKWOOD AVEGENESEO, IL 61254
United States
Phone: 309-944-1117