Wisdom Wealth Strategies, LLC
● SEC registered since 2021CRD 170230SEC# 801-121154Greenwood Village, CO
Reg. AUM
$190.5M
Employees
2
Accounts
680
Location
Greenwood Village, CO
Wisdom Wealth Strategies, LLC assets under management
Wisdom Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2021. It reports $190.5 million in regulatory assets under management and employs 2 people.
Wisdom Wealth Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Lynn Blackwelder Control | Managing Member/Chief Compliance Officer/Shareholder | 50-75% | 2009 |
| Joseph Dale Clemens Control | Managing Member/Shareholder | 50-75% | 2009 |
Frequently asked questions
How much does Wisdom Wealth Strategies, LLC manage?
Wisdom Wealth Strategies, LLC reports $190.5 million in regulatory assets under management on its Form ADV.
How many employees does Wisdom Wealth Strategies, LLC have?
Wisdom Wealth Strategies, LLC reports 2 employees.
Where is Wisdom Wealth Strategies, LLC located?
Wisdom Wealth Strategies, LLC is based in Greenwood Village, CO and has been SEC-registered since 2021.
Does Wisdom Wealth Strategies, LLC disclose fund performance?
Wisdom Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7400 East Orchard Road, Suite 130, Greenwood Village, CO 80111 |
| Phone | 720-314-8009 |
| Fax | 720-222-8435 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$190.5M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$190.5Mregulatory AUM
Discretionary $190.5M