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WISDOM CAPITAL ASSET MANAGEMENT, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$76.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 76.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 307648 |
| SEC Number | 801-128392 |
| Phone | 2034790108 |
| Total Employees | 2 |
Client Count by Type (30 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 21 |
| Corporations/Businesses | 3 |
| Other | 3 |
| Other Investment Advisers | 2 |
| Pooled Investment Vehicle… | 1 |
County data not available for this organization.