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Firm profile

Wisdom Wealth Investment Advisors LLC

PHOENIX, AZCRD 170536Registration Status: ApprovedEffective since May 11, 2026Latest ADV April 8, 2026

Wisdom Wealth Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated April 8, 2026, reports $139M in regulatory assets under management, 2 employees, and 678 accounts.

Assets Under Management
$139M
Employees
2
Offices
--
Total Clients
271
Primary office
PHOENIX, AZ
6930 E. CHAUNCY LANE, SUITE 220, PHOENIX, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBlake L. Bottle

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 84.9% of total clients.
Top client categories% of clientsClients
1
Individuals
84.9%
230
2
HNWI
14.8%
40
3
Pension Plans
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$139Mas of April 8, 2026
Discretionary100.0%
$139M
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$139M
Total Accounts678
10Y AUM Change—

Employee Growth by Quarter

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

Total Employees2
Clients per Employee136:1
10Y Employee Change—

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.