FINANCE WISDOM

FINANCE WISDOM is an SEC-registered investment adviser (CRD 325643). Regulatory assets under management: $58.4M.

Registration

• CRD: 325643
• Type: Registered investment adviser
• Phone: 505-217-9444
• Latest filing: 2026-03-30
• Regulatory AUM: $58.4M
• Discretionary AUM: $38.7M
• Non-discretionary AUM: $19.7M
• Clients: 4
• Accounts: 318

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search