RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLOUGH, PATRICK, JOSEPHICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
CLOUGH, PATRICK, JOSEPHICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
CLOUGH, PATRICK, JOSEPHICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
CLOUGH, PATRICK, JOSEPHICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
SELVALA, RICHARD, LEEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
SELVALA, RICHARD, LEEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
SELVALA, RICHARD, LEEIMANAGING MEMBERE Control
SELVALA, RICHARD, LEEIMANAGING MEMBERE Control
SELVALA, RICHARD, LEEIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
SELVALA, RICHARD, LEEIMANAGING MEMBERE Control
SELVALA, RICHARD, LEEIMANAGING MEMBERE Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (7)

CT FL MD MI NE TX WI

Address

8 WRIGHT STREET
SUITE 107
WESTPORT, CT 06880
United States
Phone: (203) 803-7222