# Finance Wisdom

> Finance Wisdom is a state-registered investment advisory firm in Edgewood, NM, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 325643
- Filed as: FINANCE WISDOM
- Legal name: Finance Wisdom LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edgewood, NM
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325643
- AdvisorCensus page: https://advisorcensus.com/firm/finance-wisdom-edgewood-nm-325643

## Quick answers

**How is Finance Wisdom compensated?**
On its Form ADV (Item 5.E, October 2026), Finance Wisdom reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Finance Wisdom located?**
Finance Wisdom's principal office is in Edgewood, NM, according to its Form ADV.

**Is Finance Wisdom registered with the SEC or a state?**
Finance Wisdom is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325643.

**How much does Finance Wisdom manage?**
Finance Wisdom reports $58,359,964 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (66% discretionary).

**What types of clients does Finance Wisdom serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (3).

**Does Finance Wisdom report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325643

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $58,359,964
- Discretionary: $38,652,823
- Non-discretionary: $19,707,141

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $38,652,823 |
| High net worth individuals | 3 | $19,707,141 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, LA, NM, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financewisdom.com
- LinkedIn @finance-wisdom
- LinkedIn @hayden-peterson-69337aa4
- LinkedIn @jeffrey-mermilliod-mba-26657a7

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finance Wisdom (CRD 325643): Form ADV filing data as of October 2026.