Visdom Investment Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rye Brook, NY. Its latest Form ADV filing, dated March 31, 2026, reports $53M in regulatory assets under management, 4 employees, 1 office, and 10 accounts.
Assets Under Management
$53M
Employees
4
Offices
1 office
Total Clients
10
Primary office
RYE BROOK, NY
4 INTERNATIONAL DRIVE, SUITE 110, RYE BROOK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.0% of total clients.
Top client categories% of clientsClients
1
HNWI
90.0%
9
2
Corporations
10.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$53Mas of March 31, 2026
Discretionary100.0%
$53M
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$53M
Total Accounts10
10Y AUM Change+$53M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee3:1
10Y Employee Change+3 (+300.0%)
* 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.