Wisdom Wealth Investment Advisors LLC

Wisdom Wealth Investment Advisors LLC (CRD# 170536) is a financial advisory firm headquartered in Worthington, OH. They manage $70,202,100 in 226 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $310,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, NV, OH, TX, WV

Financial Advisors at Wisdom Wealth Investment Advisors LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.