Data / Investment advisers / Arizona / Wisdom Wealth Investment Advisors LLC
Wisdom Wealth Investment Advisors LLC, Phoenix, AZ: $139 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wisdom Wealth Investment Advisors LLC is an SEC registered investment adviser with its main office in Phoenix, Arizona and reports $139 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 170536
- SEC file number
- 801-136216
- SEC status
- Approved, effective May 11, 2026
- Main office
- 6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054
- Phone
- (602) 494-4100
- Website
- wisdomwealth.solutions
- Regulatory AUM
- $138,796,319 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $138,796,319
- Accounts
- 678
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $84.8 million |
| Individuals (other than high net worth individuals) | 230 | $54 million |
| Pension and profit sharing plans | 1 | Not listed |
Other advisers in Phoenix
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lilliano Capital Management LLC | Phoenix | $167.9 million | Not listed | adviserinfo.sec.gov |
| Farnam Financial | Phoenix | $161.4 million | Not listed | adviserinfo.sec.gov |
| Trinity Capital Adviser LLC | Phoenix | $157.6 million | 1 | adviserinfo.sec.gov |
| Profocus Incorporated | Phoenix | $156.5 million | Not listed | adviserinfo.sec.gov |
| Wise Wealth Partners, LLC | Phoenix | $153.5 million | Not listed | adviserinfo.sec.gov |
| Endeavor Advisors LLC | Phoenix | $114.4 million | Not listed | adviserinfo.sec.gov |
| Alpha Fiduciary | Phoenix | $114 million | 13 | adviserinfo.sec.gov |
| Alphatrust Advisors | Phoenix | $113.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Phoenix, AZ
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wisdom Wealth Investment Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.