Wisdom Wealth Strategies
Wisdom Wealth Strategies (CRD# 170230) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $132,039,485 in 628 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts628ACCOUNTS
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Average Account Value$210,254
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Wisdom Wealth Strategies
1
Andrea Blackwelder (CRD# 4983330) is an Investment Advisor Representative working at Wisdom Wealth Strategies in Greenwood Village, CO and has over 18 years of experience in the finance industry.
2
Joseph Clemens (CRD# 4877222) is an Investment Advisor Representative working at Wisdom Wealth Strategies in Greenwood Village, CO and has over 19 years of experience in the finance industry.
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