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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL. CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| DAVIDSON, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| WINEBRENNER, MATTHEW, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WINEBRENNER, MATTHEW, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
102 S. MAIN STREETPROSPER, TX 75078
United States
Phone: 972-931-0063