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
Wisdom Wealth Investment Advisors LLC
By the Numbers
-
Total Assets Under Management96MILLION
-
Total Number of Accounts223ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, NV
Financial Advisors at Wisdom Wealth Investment Advisors LLC
1
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 (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.
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