{
  "crd_number": 132567,
  "slug": "wisdom-index-advisors-prosper-tx-132567",
  "primary_business_name": "WISDOM INDEX ADVISORS",
  "legal_name": "WISDOM INDEX ADVISORS, LLC",
  "dbas": [
    "WISDOM INDEX",
    "WISDOM INDEX ADVISORS"
  ],
  "city": "Prosper",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-06-07",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 221288915.0,
  "raum_discretionary": 221288915.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 42246010.0,
      "count": 109
    },
    "pension_profit_sharing": {
      "raum": 17986648.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 158840715.0,
      "count": 75
    },
    "corporations_other_businesses": {
      "raum": 2215542.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://wisdomindex.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132567",
  "city_as_filed": "PROSPER",
  "url": "https://advisorcensus.com/firm/wisdom-index-advisors-prosper-tx-132567",
  "display_name": "Wisdom Index Advisors",
  "summary": "Wisdom Index Advisors is an SEC-registered investment advisory firm in Prosper, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Wisdom Index Advisors (CRD 132567): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Wisdom Index Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wisdom Index Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Wisdom Index Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 states: Hourly rate: $250 an hour (Investment Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wisdom Index Advisors located?",
      "a": "Wisdom Index Advisors' principal office is in Prosper, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wisdom Index Advisors registered with the SEC or a state?",
      "a": "Wisdom Index Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 132567."
    },
    {
      "q": "How much does Wisdom Index Advisors manage?",
      "a": "Wisdom Index Advisors reports $221,288,915 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wisdom Index Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wisdom Index Advisors: Regulatory assets under management: $144,552,134 in the October 2021 data and $221,288,915 in the October 2026 data, up 53%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wisdom Index Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (75); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Which custodians does Wisdom Index Advisors use?",
      "a": "Wisdom Index Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wisdom Index Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132567"
    },
    {
      "q": "What changed in Wisdom Index Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added an office in Addison, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 144552134.0,
      "total_employees": 3,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 169343106.0,
      "total_employees": 3,
      "filing_date": "2022-07-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 161072023.0,
      "total_employees": 3,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 180307263.0,
      "total_employees": 3,
      "filing_date": "2024-04-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 203498998.0,
      "total_employees": 3,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 221288915.0,
      "total_employees": 4,
      "filing_date": "2026-07-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added an office in Addison, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (Investment Consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Investment Consulting services)"
        ],
        "quotes": [
          "Investment Consulting services are provided on an hourly basis at the rate of $250 per hour. Services are typically billed upon completion of the project."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Investment Consulting services"
        }
      ]
    },
    "quotes": [
      "Investment Consulting services are provided on an hourly basis at the rate of $250 per hour. Services are typically billed upon completion of the project."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wisdom-index-advisors-prosper-tx-132567.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 109,
      "fewer_than_5": false,
      "raum": 42246010.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 75,
      "fewer_than_5": false,
      "raum": 158840715.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 17986648.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2215542.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132567",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}