Wisdom Financial Services, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Geneseo, IL. Its latest Form ADV filing, dated February 2, 2026, reports $779M in regulatory assets under management, 14 employees, 3 offices, and 3,989 accounts.
Assets Under Management
$779M
Employees
14
Offices
3 offices
Total Clients
1,518
Primary office
GENESEO, IL
1043 SOUTH OAKWOOD AVE, GENESEO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
1,518
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$779Mas of February 2, 2026
Discretionary100.0%
$779M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$779M
Total Accounts3,989
10Y AUM Change+$674M (+642.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee108:1
10Y Employee Change+5 (+55.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.