GREENWOOD VILLAGE, COCRD 170230Latest ADV February 10, 2026
Wisdom Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated February 10, 2026, reports $190M in regulatory assets under management, 2 employees, and 680 accounts.
Assets Under Management
$190M
Employees
2
Offices
--
Total Clients
219
Primary office
GREENWOOD VILLAGE, CO
7400 EAST ORCHARD ROAD, SUITE 130, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
140
2
HNWI
36.1%
79
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of February 10, 2026
Discretionary100.0%
$190M
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$190M
Total Accounts680
10Y AUM Change+$84M (+79.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee110:1
10Y Employee Change0 (0.0%)
* 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.