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Firm profile

Wisdom Index Advisors

PROSPER, TXCRD 132567Latest ADV March 30, 2026

Wisdom Index Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Prosper, TX. Its latest Form ADV filing, dated March 30, 2026, reports $221M in regulatory assets under management, 4 employees, 1 office, and 659 accounts.

Assets Under Management
$221M
Employees
4
Offices
1 office
Total Clients
197
Primary office
PROSPER, TX
102 S. MAIN STREET, PROSPER, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael J. Davidson

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
109
2
HNWI
38.1%
75
3
Pension Plans
5.1%
10
4
Corporations
1.5%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$221Mas of March 30, 2026
Discretionary100.0%
$221M
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.

Total AUM$221M
Total Accounts659
10Y AUM Change+$105M (+90.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee49:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.