WISDOM FINANCIAL SERVICES, L.L.C.
SEC Form ADV profile.
Total regulatory AUM
$779,162,589
Discretionary
$779,162,589
Non-discretionary
$0
Firm details
- CRD number
- 127385
- SEC file number
- 801-112566
- Main office
- GENESEO, IL, United States
- Employees
- 14
- SEC status
- Approved
- Website
- https://www.wisdomfinancial.net/
- Fee structure
-
Percentage of AUM Other
As of October 2026.