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).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    628
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Wisdom Wealth Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Andrea L. Blackwelder
CRD#: 4983330
7400 East Orchard Road, Suite 130, Greenwood Village, CO 80111

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 D. Clemens
CRD#: 4877222
7400 East Orchard Road, Suite 130, Greenwood Village, CO 80111

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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