WISDOM FINANCIAL SERVICES, L.L.C.
  • WISDOM FINANCIAL SERVICES, L.L.C.
  • WISDOM FINANCIAL SERVICES, LLC

Adviser Profile

As of Date 02/02/2026
Registration SEC, Approved, 03/05/2018
Other registrations (6)
ADV Location GENESEO, IL, United States
Contact Info 309 xxxxxxx
Websites
AUM* 779,162,589 23%
of that, discretionary 779,162,589 23%
Number of Employees 14 -13%
of those in investment advisory functions 10 -9%
Private Fund GAV* 0
Avg Account Size 195,328 -56%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

779M 668M 557M 445M 334M 223M 111M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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