Wisdom Investment Strategies, LLC

Wisdom Investment Strategies, LLC (CRD# 284236) is a financial advisory firm headquartered in , . They manage $11,542,462 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.wisdomisllc.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $427,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Wisdom Investment Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jerry Herman, financial advisor Chagrin Falls OH
Jerry R. Herman
CRD#: 2011620
Chagrin Falls, OH

Jerry Herman (CRD# 2011620) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Chagrin Falls, OH and has 1 year of experience in the finance industry.

2
Kenneth Patsey, financial advisor Chagrin Falls OH
Kenneth J. Patsey
CRD#: 1396728
Chagrin Falls, OH

Kenneth Patsey (CRD# 1396728) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Chagrin Falls, OH and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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