RIA IntelAdvisersIndianaWISDOM WEALTH ABUNDANCE, LLC

WISDOM WEALTH ABUNDANCE, LLC

Advisory

COLUMBUS, IN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IN
#202
of 270 advisers by AUM
Average account
$372K
across 284 accounts
AUM per adviser
$26M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$106M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$106M
Discretionary AUM$105M
Non-Discretionary AUM$535K
Discretionary %99.5%
Total Clients109
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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