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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 25, 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 |
|---|---|---|---|---|
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| BLACKWELDER, ANDREA, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
| CLEMENS, JOSEPH, DALE | I | MANAGING MEMBER/SHAREHOLDER | D | Control |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (3)
CA CO TX
Address
7400 EAST ORCHARD ROADSUITE 130
GREENWOOD VILLAGE, CO 80111
United States
Phone: 720-314-8009