WISDOM OAK FUND MANAGEMENT LLC

WISDOM OAK FUND MANAGEMENT LLC is an SEC-registered investment adviser (CRD 309446). Regulatory assets under management: $88K.

Registration

• CRD: 309446
• Type: Registered investment adviser
• Phone: 213-804-0233
• Latest filing: 2026-01-12
• Regulatory AUM: $88K
• Discretionary AUM: $88K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: 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 309446 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search