# WISDOM PLANNING, LLC

WISDOM PLANNING, LLC of HADDONFIELD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 169417
- Type: SEC-registered investment adviser
- SEC file number: 801-79167
- Location: 21 EAST EUCLID AVENUE, HADDONFIELD, NJ, 08033
- Phone: 215-558-3500
- Latest filing: 2020-09-16
- Clients: 4

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| CORDASCO STEPHEN FREDERICK | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| DAHMS ALICE E | CHIEF COMPLIANCE OFFICER | — |
| KELLY CORDASCO JOLENE | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169417/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169417/similar
- Related entities: https://search.stillhousedata.com/firm/169417/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169417

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.