WISDOM INVESTMENTS

WISDOM INVESTMENTS of HOFFMAN ESTATES, IL is an SEC-registered investment adviser (CRD 123197). Regulatory assets under management: $53.1M.

Registration

• CRD: 123197
• Type: Registered investment adviser
• Location: 2000 CENTER DR., HOFFMAN ESTATES, IL, 60192
• Phone: 224-735-7185
• Latest filing: 2026-03-24
• Regulatory AUM: $53.1M
• Discretionary AUM: $53.1M
• Clients: 2
• Accounts: 301

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123197 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search