# Wisdom Index Advisors

> 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.

- CRD: 132567
- Filed as: WISDOM INDEX ADVISORS
- Legal name: Wisdom Index Advisors, LLC
- Also doing business as: WISDOM INDEX, WISDOM INDEX ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Prosper, TX
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132567
- AdvisorCensus page: https://advisorcensus.com/firm/wisdom-index-advisors-prosper-tx-132567

## Quick answers

**How is Wisdom Index Advisors compensated?**
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.

**Where is Wisdom Index Advisors located?**
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).

**Is Wisdom Index Advisors registered with the SEC or a state?**
Wisdom Index Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 132567.

**How much does Wisdom Index Advisors manage?**
Wisdom Index Advisors reports $221,288,915 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**How have Wisdom Index Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Wisdom Index Advisors serve?**
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).

**Which custodians does Wisdom Index Advisors use?**
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.

**Does Wisdom Index Advisors report any disciplinary disclosures?**
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

**What changed in Wisdom Index Advisors' recent Form ADV filings?**
In the April 2026 filing data: Added an office in Addison, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $221,288,915
- Discretionary: $221,288,915
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $42,246,010 |
| High net worth individuals | 75 | $158,840,715 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $17,986,648 |
| Corporations or other businesses not listed above | 3 | $2,215,542 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Addison, TX

### Websites listed on Form ADV (Item 1.I)
- wisdomindex.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $144,552,134 | 3 | March 24, 2021 |
| October 2022 | $169,343,106 | 3 | July 8, 2022 |
| October 2023 | $161,072,023 | 3 | March 28, 2023 |
| October 2024 | $180,307,263 | 3 | April 25, 2024 |
| October 2025 | $203,498,998 | 3 | March 21, 2025 |
| October 2026 | $221,288,915 | 4 | July 8, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Added an office in Addison, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisdom Index Advisors (CRD 132567): Form ADV filing data as of October 2026.