VISDOM INVESTMENT GROUP LLC
CRD #327619 SEC #801-130619 WESTPORT, CT (203) 803-7222
SEC Registered
Total AUM
$183.5M
Discretionary
$183.5M
Employees
5
Clients
--
Accounts
53
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $183.5M | $183.5M | $0 | 5 | 0 |
| Jan 2025 | $110.5M | $110.5M | $0 | 1 | 0 |
| Nov 2024 | $110.5M | $110.5M | $0 | 1 | 0 |
| Oct 2024 | $0 | $0 | $0 | 1 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
| Dec 2023 | $0 | $0 | $0 | 1 | 0 |
| Aug 2023 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0