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Wisdom Wealth Investment Advisors LLC

● SEC registered since 2026CRD 170536SEC# 801-136216Phoenix, AZ
Export (members)
Reg. AUM
$138.8M
Employees
2
Accounts
678
Location
Phoenix, AZ

Wisdom Wealth Investment Advisors LLC assets under management

Wisdom Wealth Investment Advisors LLC is an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2026. It reports $138.8 million in regulatory assets under management and employs 2 people.
www.wisdomwealth.solutionsView on SEC.gov ↗

Wisdom Wealth Investment Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Blake Lepage Bottle ControlManaging Member And Chief Compliance Officer50-75%2014
Joseph Damian McInerney ControlManaging Member50-75%2014

Frequently asked questions

How much does Wisdom Wealth Investment Advisors LLC manage?

Wisdom Wealth Investment Advisors LLC reports $138.8 million in regulatory assets under management on its Form ADV.

How many employees does Wisdom Wealth Investment Advisors LLC have?

Wisdom Wealth Investment Advisors LLC reports 2 employees.

Where is Wisdom Wealth Investment Advisors LLC located?

Wisdom Wealth Investment Advisors LLC is based in Phoenix, AZ and has been SEC-registered since 2026.

Does Wisdom Wealth Investment Advisors LLC disclose fund performance?

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

Contact & registration

Address6930 E. Chauncy Lane, Suite 220, Phoenix, AZ 85054
Phone(602) 494-4100
Fax(602) 494-1444
Office hours8:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138.8M
Non-discretionary$0
Total (RAUM)$138.8M