WISDOM INVESTMENT STRATEGIES, LLC

WISDOM INVESTMENT STRATEGIES, LLC is an SEC-registered investment adviser (CRD 284236). Regulatory assets under management: $14.3M.

Registration

• CRD: 284236
• Type: Registered investment adviser
• Phone: 440-435-9010
• Latest filing: 2026-03-27
• Regulatory AUM: $14.3M
• Discretionary AUM: $14.3M
• Clients: 2
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search