| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Lynn Blackwelder Control | Managing Member/Chief Compliance Officer/Shareholder | 50-75% | 2009 |
| Joseph Dale Clemens Control | Managing Member/Shareholder | 50-75% | 2009 |
Wisdom Wealth Strategies, LLC reports $152.3 million in regulatory assets under management on its Form ADV.
Wisdom Wealth Strategies, LLC reports 2 employees.
Wisdom Wealth Strategies, LLC is based in Greenwood Village, CO and has been SEC-registered since 2021.
Wisdom Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7400 East Orchard Road, Suite 130, Greenwood Village, CO 80111 |
| Phone | 720-314-8009 |
| Fax | 720-222-8435 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $152.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $152.3M |