WISDOM WEALTH STRATEGIES, LLC
Legal name: WISDOM WEALTH STRATEGIES
CRD #170230 SEC #801-121154 GREENWOOD VILLAGE, CO 720-314-8009
SEC Registered
Total AUM
$152.3M
Discretionary
$152.3M
Employees
2
Clients
101
Accounts
641
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $152.3M | $152.3M | $0 | 2 | 10 |
| Jan 2025 | $152.3M | $152.3M | $0 | 2 | 10 |
| Feb 2024 | $132M | $132M | $0 | 2 | 10 |
| Oct 2023 | $108.3M | $108.3M | $0 | 2 | 9 |
| Mar 2023 | $108.3M | $108.3M | $0 | 2 | 9 |
| Nov 2022 | $120.4M | $120.4M | $0 | 2 | 10 |
| Aug 2022 | $120.4M | $120.4M | $0 | 2 | 10 |
| Mar 2022 | $120.4M | $120.4M | $0 | 2 | 10 |
| Nov 2021 | $106.4M | $106.4M | $0 | 2 | 10 |
| Jun 2021 | $106.4M | $106.4M | $0 | 2 | 10 |
| May 2021 | $106.4M | $106.4M | $0 | 2 | 10 |
| Apr 2021 | $106.4M | $106.4M | $0 | 2 | 10 |
DateSep 2025
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees2
Clients10
DateJan 2025
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees2
Clients10
DateFeb 2024
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees2
Clients10
DateOct 2023
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees2
Clients9
DateMar 2023
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees2
Clients9
DateNov 2022
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees2
Clients10
DateAug 2022
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees2
Clients10
DateMar 2022
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees2
Clients10
DateNov 2021
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees2
Clients10
DateJun 2021
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees2
Clients10
DateMay 2021
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees2
Clients10
DateApr 2021
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees2
Clients10