# Wisdom Investments

> Wisdom Investments is a state-registered investment advisory firm in Hoffman Estates, IL, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 123197
- Filed as: WISDOM INVESTMENTS
- Legal name: Wisdom Investments Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hoffman Estates, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123197
- AdvisorCensus page: https://advisorcensus.com/firm/wisdom-investments-hoffman-estates-il-123197

## Quick answers

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

**Where is Wisdom Investments located?**
Wisdom Investments' principal office is in Hoffman Estates, IL, according to its Form ADV.

**Is Wisdom Investments registered with the SEC or a state?**
Wisdom Investments is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 123197.

**How much does Wisdom Investments manage?**
Wisdom Investments reports $53,086,159 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Wisdom Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (42); charitable organizations (1).

**Does Wisdom Investments 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/123197

## 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: $53,086,159
- Discretionary: $53,086,159
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $10,646,265 |
| High net worth individuals | 42 | $42,200,116 |
| Charitable organizations | 1 | $201,996 |
| Corporations or other businesses not listed above | 1 | $37,782 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisdom Investments (CRD 123197): Form ADV filing data as of October 2026.