WISDOM INDEX ADVISORS, LLC
Legal name: WISDOM INDEX ADVISORS
CRD #132567 SEC #801-116762 PROSPER, TX 972-931-0063
SEC Registered
Total AUM
$203.5M
Discretionary
$203.5M
Employees
3
Clients
101
Accounts
666
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $203.5M | $203.5M | $0 | 3 | 187 |
| Mar 2025 | $203.5M | $203.5M | $0 | 3 | 187 |
| Apr 2024 | $180.3M | $180.3M | $0 | 3 | 186 |
| Mar 2024 | $180.3M | $180.3M | $0 | 3 | 186 |
| Mar 2023 | $161.1M | $161.1M | $0 | 3 | 0 |
| Oct 2022 | $169.3M | $169.3M | $0 | 3 | 0 |
| Jul 2022 | $169.3M | $169.3M | $0 | 3 | 0 |
| Feb 2022 | $169.3M | $169.3M | $0 | 3 | 0 |
| Mar 2021 | $144.6M | $144.6M | $0 | 3 | 0 |
| Jun 2020 | $128.4M | $128.4M | $0 | 3 | 187 |
| Mar 2020 | $128.4M | $128.4M | $0 | 3 | 187 |
| Sep 2019 | $116.2M | $116.2M | $0 | 3 | 175 |
| Aug 2019 | $116.2M | $116.2M | $0 | 3 | 175 |
| May 2019 | $116.2M | $116.2M | $0 | 4 | 175 |
| Jan 2011 | $57.2M | $57.2M | $0 | 5 | -- |
| Jan 2010 | $45.3M | $45.3M | $0 | 5 | -- |
| Jan 2008 | $47.7M | $47.7M | $0 | 5 | -- |
| Jan 2007 | $35.8M | $35.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees3
Clients187
DateMar 2025
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees3
Clients187
DateApr 2024
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees3
Clients186
DateMar 2024
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees3
Clients186
DateMar 2023
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees3
Clients187
DateMar 2020
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees3
Clients187
DateSep 2019
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees3
Clients175
DateAug 2019
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees3
Clients175
DateMay 2019
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients175
DateJan 2011
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$47.7M
Discretionary$47.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees5
Clients--