Wisdom Index Advisors, LLC
● SEC registered since 2019CRD 132567SEC# 801-116762Prosper, TX
Reg. AUM
$221.3M
Employees
4
Accounts
659
Location
Prosper, TX
Wisdom Index Advisors, LLC assets under management
Wisdom Index Advisors, LLC is a registered investment adviser overseen by the SEC based in Prosper, TX. The firm has been registered since 2019. It reports $221.3 million in regulatory assets under management and employs 4 people.
Wisdom Index Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael James Davidson Control | Principal. Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Wisdom Index Advisors, LLC manage?
Wisdom Index Advisors, LLC reports $221.3 million in regulatory assets under management on its Form ADV.
How many employees does Wisdom Index Advisors, LLC have?
Wisdom Index Advisors, LLC reports 4 employees.
Where is Wisdom Index Advisors, LLC located?
Wisdom Index Advisors, LLC is based in Prosper, TX and has been SEC-registered since 2019.
Does Wisdom Index Advisors, LLC disclose fund performance?
Wisdom Index Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 102 S. Main Street, Prosper, TX 75078 |
| Phone | 972-931-0063 |
| Fax | 214-853-4224 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$221.3M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$221.3Mregulatory AUM
Discretionary $221.3M