WISDOM WEALTH STRATEGIES, LLC

WISDOM WEALTH STRATEGIES, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 170230). Regulatory assets under management: $190.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Andrea Lynn BlackwelderMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER
Joseph Dale ClemensMANAGING MEMBER/SHAREHOLDER
BLACKWELDER ANDREA LYNNMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/SHAREHOLDER
CLEMENS JOSEPH DALEMANAGING MEMBER/SHAREHOLDER

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