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Wisdom Index Advisors, LLC

● SEC registered since 2019CRD 132567SEC# 801-116762Prosper, TX
Export (members)
Reg. AUM
$203.5M
Employees
3
Accounts
666
Location
Prosper, TX

Wisdom Index Advisors, LLC assets under management

Wisdom Index Advisors, LLC is a registered investment adviser overseen by the SEC based in Prosper, TX. The firm has been registered since 2019. It reports $203.5 million in regulatory assets under management and employs 3 people.
www.wisdomindex.comView on SEC.gov ↗

Wisdom Index Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael James Davidson ControlPrincipal. Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Wisdom Index Advisors, LLC manage?

Wisdom Index Advisors, LLC reports $203.5 million in regulatory assets under management on its Form ADV.

How many employees does Wisdom Index Advisors, LLC have?

Wisdom Index Advisors, LLC reports 3 employees.

Where is Wisdom Index Advisors, LLC located?

Wisdom Index Advisors, LLC is based in Prosper, TX and has been SEC-registered since 2019.

Does Wisdom Index Advisors, LLC disclose fund performance?

Wisdom Index Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address102 S. Main Street, Prosper, TX 75078
Phone972-931-0063
Fax214-853-4224
Office hours9:00 a.m. - 4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$203.5M
Non-discretionary$0
Total (RAUM)$203.5M