RIA Intel›Advisers›Delaware›FINANCE WISDOM LLC

FINANCE WISDOM LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$184K

across 318 accounts

AUM per adviser

$19M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$58M

Discretionary AUM$39M

Non-Discretionary AUM$20M

Discretionary %66.2%

Total Clients128

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In9 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

128 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

CLASSIC FINANCIAL & INVESTMENT SERVICES, INC.

$59M

-10.5% 1Y

ROBINSON GLOBAL INVESTMENT MANAGEMENT LLC

$59M

FIRETHORN CAPITAL, LLC

$57M

LOFTUS WEALTH STRATEGIES LLC

$57M

XSTAR FUND MANAGEMENT LLC

$60M

MPA CAPITAL MANAGEMENT LLC

WILMINGTON, DE

$60M

+11.3% 1Y

Get the full picture on FINANCE WISDOM LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FINANCE WISDOM LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans