# Wisdom Wealth Investment Advisors LLC

> Wisdom Wealth Investment Advisors LLC is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 170536
- Filed as: WISDOM WEALTH INVESTMENT ADVISORS LLC
- Also doing business as: BOTTLE & MCINERNEY, LLC, JMFS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170536
- AdvisorCensus page: https://advisorcensus.com/firm/wisdom-wealth-investment-advisors-llc-phoenix-az-170536

## Quick answers

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

**How much does Wisdom Wealth Investment Advisors LLC charge?**
Its Form ADV Part 2A brochure dated April 8, 2026 states: Hourly rate: $150 to $250 an hour (financial planning or advisory consulting services); Flat fee: $1,500 to $5,000 (financial planning or advisory consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wisdom Wealth Investment Advisors LLC located?**
Wisdom Wealth Investment Advisors LLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Wisdom Wealth Investment Advisors LLC registered with the SEC or a state?**
Wisdom Wealth Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 170536.

**How much does Wisdom Wealth Investment Advisors LLC manage?**
Wisdom Wealth Investment Advisors LLC reports $138,796,319 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**What types of clients does Wisdom Wealth Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (230); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Wisdom Wealth Investment Advisors LLC use?**
Wisdom Wealth Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Wisdom Wealth Investment Advisors LLC 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/170536

**What changed in Wisdom Wealth Investment Advisors LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 8, 2026)

- Hourly rate: $150 to $250 an hour (financial planning or advisory consulting services)

> We charge an hourly fee of between $150 and $250 for financial planning or advisory consulting services.

- Flat fee: $1,500 to $5,000 (financial planning or advisory consulting)

> we may charge you a flat, fixed fee for financial planning or advisory consulting. Generally, this fee ranges between $1,500 and $5,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist
- 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: $138,796,319
- Discretionary: $138,796,319
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 230 | $53,977,149 |
| High net worth individuals | 40 | $84,819,170 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | Not reported |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisdomwealth.solutions
- wisdomwealthia.com

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisdom Wealth Investment Advisors LLC (CRD 170536): Form ADV filing data as of October 2026.