{
  "crd_number": 170230,
  "slug": "wisdom-wealth-strategies-greenwood-village-co-170230",
  "primary_business_name": "WISDOM WEALTH STRATEGIES",
  "legal_name": "WISDOM WEALTH STRATEGIES, LLC",
  "dbas": [],
  "city": "Greenwood Village",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-06",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 190454507.0,
  "raum_discretionary": 190454507.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 41879442.0,
      "count": 140
    },
    "high_net_worth_individuals": {
      "raum": 148575065.0,
      "count": 79
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO"
  ],
  "websites": [
    "https://facebook.com/wisdomwealthstrategies",
    "https://linkedin.com/company/wisdom-wealth-strategies",
    "https://linkedin.com/in/andreablackwelder",
    "https://linkedin.com/in/josephclemens",
    "https://wisdomws.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170230",
  "city_as_filed": "GREENWOOD VILLAGE",
  "url": "https://advisorcensus.com/firm/wisdom-wealth-strategies-greenwood-village-co-170230",
  "display_name": "Wisdom Wealth Strategies",
  "summary": "Wisdom Wealth Strategies is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.",
  "citation": "AdvisorCensus. Wisdom Wealth Strategies (CRD 170230): 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",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wisdom Wealth Strategies compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wisdom Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wisdom Wealth Strategies charge?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 states: Flat fee: $500 to $10,000 (project-based services); Hourly rate: $350 an hour (Limited financial planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wisdom Wealth Strategies located?",
      "a": "Wisdom Wealth Strategies' principal office is in Greenwood Village, CO, according to its Form ADV."
    },
    {
      "q": "Is Wisdom Wealth Strategies registered with the SEC or a state?",
      "a": "Wisdom Wealth Strategies is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 170230."
    },
    {
      "q": "How much does Wisdom Wealth Strategies manage?",
      "a": "Wisdom Wealth Strategies reports $190,454,507 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wisdom Wealth Strategies' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wisdom Wealth Strategies: Regulatory assets under management: $106,396,248 in the October 2021 data and $190,454,507 in the October 2026 data, up 79%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wisdom Wealth Strategies serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140); high net worth individuals (79)."
    },
    {
      "q": "Which custodians does Wisdom Wealth Strategies use?",
      "a": "Wisdom Wealth Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wisdom Wealth Strategies 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/170230"
    },
    {
      "q": "Does Wisdom Wealth Strategies state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 says: \"We encourage interested parties of all economic levels to seek our advisory services; we do not require minimum income, minimum asset levels or other similar preconditions.\""
    },
    {
      "q": "What changed in Wisdom Wealth Strategies' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 106396248.0,
      "total_employees": 2,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 120418670.0,
      "total_employees": 2,
      "filing_date": "2022-08-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 108262502.0,
      "total_employees": 2,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 132039485.0,
      "total_employees": 2,
      "filing_date": "2024-02-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 152303857.0,
      "total_employees": 2,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 190454507.0,
      "total_employees": 2,
      "filing_date": "2026-07-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $152,303,857 to $190,454,507 (+25%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $10,000 (project-based services)",
      "Hourly rate: $350 an hour (Limited financial planning engagements)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We encourage interested parties of all economic levels to seek our advisory services; we do not require minimum income, minimum asset levels or other similar preconditions."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $10,000 (project-based services)"
        ],
        "quotes": [
          "We are compensated for project-based services on a fixed fee basis ranging from $500 to $10,000 per plan, and the fee will be determined by the complexity of the engagement"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (Limited financial planning engagements)"
        ],
        "quotes": [
          "Limited financial planning engagements may be accomplished via an hourly fee. Our rate is $350 per hour billed in 15-minute increments"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "project-based services"
        },
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Limited financial planning engagements"
        }
      ]
    },
    "quotes": [
      "We encourage interested parties of all economic levels to seek our advisory services; we do not require minimum income, minimum asset levels or other similar preconditions.",
      "We are compensated for project-based services on a fixed fee basis ranging from $500 to $10,000 per plan, and the fee will be determined by the complexity of the engagement",
      "Limited financial planning engagements may be accomplished via an hourly fee. Our rate is $350 per hour billed in 15-minute increments"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "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-wealth-strategies-greenwood-village-co-170230.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 140,
      "fewer_than_5": false,
      "raum": 41879442.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 79,
      "fewer_than_5": false,
      "raum": 148575065.0
    }
  ],
  "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/170230",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}