# Wealth With Wisdom Advisors, Inc.

> Wealth With Wisdom Advisors, Inc. is a state-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated February 20, 2026.

- CRD: 171071
- Filed as: WEALTH WITH WISDOM ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171071
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071

## Quick answers

**How is Wealth With Wisdom Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth With Wisdom Advisors, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth With Wisdom Advisors, Inc. located?**
Wealth With Wisdom Advisors, Inc.'s principal office is in Palm Beach Gardens, FL, according to its Form ADV.

**Is Wealth With Wisdom Advisors, Inc. registered with the SEC or a state?**
Wealth With Wisdom Advisors, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171071.

**Does Wealth With Wisdom Advisors, Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171071

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NJ, NY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171071

### Websites listed on Form ADV (Item 1.I)
- wealthwithwisdomadvisors.com
- Facebook @WEALTHWITHWISDOMADVISORS
- Instagram @SAUL.COHEN
- LinkedIn @WEALTHWITHWISDOM
- X @WEALTHWWISDOM
- YouTube @UCiu0dhzSTEJdgB83LQ25UKw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth With Wisdom Advisors, Inc. (CRD 171071): Form ADV filing data as of October 2026.