Wisdom Wealth Investment Advisors LLC

Wisdom Wealth Investment Advisors LLC (CRD# 170536) is a financial advisory firm headquartered in Phoenix, AZ. They manage $95,981,347 in 223 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6930 E. Chauncy Lane, Suite 220, Phoenix, AZ 85054
http://www.wisdomwealthia.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $430,410
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV

Financial Advisors at Wisdom Wealth Investment Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Blake Bottle, financial advisor Phoenix AZ
Blake L. Bottle
CRD#: 2065531
6930 E. Chauncy Lane, Suite 220, Phoenix, AZ 85054

Blake Bottle (CRD# 2065531) is an Investment Advisor Representative working at Wisdom Wealth Investment Advisors LLC in Phoenix, AZ and has over 33 years of experience in the finance industry.

2
Joseph McInerney, financial advisor Phoenix AZ
Joseph D. McInerney
CRD#: 2344141
6930 E. Chauncy Lane, Suite 220, Phoenix, AZ 85054

Joseph McInerney (CRD# 2344141) is an Investment Advisor Representative working at Wisdom Wealth Investment Advisors LLC in Phoenix, AZ and has over 29 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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