RIA Intel›Advisers›Ohio›WISDOM INVESTMENT STRATEGIES, LLC

WISDOM INVESTMENT STRATEGIES, LLC

Advisory

OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$476K

across 30 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

13 clients

10 high-net-worth

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

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Advisers of similar size in OH

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

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$14M

VAUGHAN INVESTMENT ADVISORS, LLC

WORTHINGTON, OH

$14M

BUETER & ASSOCIATES INC

$14M

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