OBSIDIAN WISDOM

OBSIDIAN WISDOM is an SEC-registered investment adviser (CRD 310666). Regulatory assets under management: $150K.

Registration

• CRD: 310666
• Type: Registered investment adviser
• Phone: 561-723-5366
• Latest filing: 2024-03-20
• Regulatory AUM: $150K
• Discretionary AUM: $150K
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search