WISDOM CAPITAL ASSET MANAGEMENT, LLC
CRD #307648 SEC #801-128392 2034790108
SEC Registered Private Funds
Total AUM
$76.5M
Discretionary
$76.5M
Employees
2
Clients
--
Accounts
52
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $76.5M | $76.5M | $0 | 2 | 0 |
| Sep 2024 | $52.8M | $52.8M | $0 | 3 | 0 |
| Jul 2024 | $52.8M | $52.8M | $0 | 1 | 0 |
| Mar 2024 | $52.8M | $52.8M | $0 | 1 | 0 |
| Feb 2024 | $75.9M | $75.9M | $0 | 1 | 0 |
| Nov 2023 | $75.9M | $75.9M | $0 | 1 | 0 |
| Oct 2023 | $75.9M | $75.9M | $0 | 1 | 0 |
| Jul 2023 | $48M | $48M | $0 | 1 | 0 |
| Jun 2023 | $48M | $48M | $0 | 1 | 0 |
DateMar 2025
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$52.8M
Discretionary$52.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$52.8M
Discretionary$52.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$52.8M
Discretionary$52.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees1
Clients0
DateNov 2023
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees1
Clients0
DateJul 2023
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients0