# Wisdom Wealth Strategies

> 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.

- CRD: 170230
- Filed as: WISDOM WEALTH STRATEGIES
- Legal name: Wisdom Wealth Strategies, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170230
- AdvisorCensus page: https://advisorcensus.com/firm/wisdom-wealth-strategies-greenwood-village-co-170230

## Quick answers

**How is Wisdom Wealth Strategies compensated?**
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).

**How much does Wisdom Wealth Strategies charge?**
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.

**Where is Wisdom Wealth Strategies located?**
Wisdom Wealth Strategies' principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Wisdom Wealth Strategies registered with the SEC or a state?**
Wisdom Wealth Strategies is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 170230.

**How much does Wisdom Wealth Strategies manage?**
Wisdom Wealth Strategies reports $190,454,507 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**How have Wisdom Wealth Strategies' assets and staff changed since 2021?**
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.

**What types of clients does Wisdom Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140); high net worth individuals (79).

**Which custodians does Wisdom Wealth Strategies use?**
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.

**Does Wisdom Wealth Strategies 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/170230

**Does Wisdom Wealth Strategies state an account minimum?**
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."

**What changed in Wisdom Wealth Strategies' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in AZ.

## 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 February 10, 2026)

- Account minimum: None

> 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.

- Flat fee: $500 to $10,000 (project-based services)

> 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

- Hourly rate: $350 an hour (Limited financial planning engagements)

> Limited financial planning engagements may be accomplished via an hourly fee. Our rate is $350 per hour billed in 15-minute increments

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $190,454,507
- Discretionary: $190,454,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $41,879,442 |
| High net worth individuals | 79 | $148,575,065 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisdomws.com
- Facebook @wisdomwealthstrategies
- LinkedIn @wisdom-wealth-strategies
- LinkedIn @andreablackwelder
- LinkedIn @josephclemens

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,396,248 | 2 | June 30, 2021 |
| October 2022 | $120,418,670 | 2 | August 22, 2022 |
| October 2023 | $108,262,502 | 2 | October 3, 2023 |
| October 2024 | $132,039,485 | 2 | February 14, 2024 |
| October 2025 | $152,303,857 | 2 | January 31, 2025 |
| October 2026 | $190,454,507 | 2 | July 29, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in AZ.

### March 2026
- Regulatory assets under management went from $152,303,857 to $190,454,507 (+25%).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisdom Wealth Strategies (CRD 170230): Form ADV filing data as of October 2026.