# Wisdom Financial Planning

Wisdom Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** wisdomfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/wisdom-financial-planning

## Regulatory record

- **CRD number:** 145275
- **SEC file number:** 801-121513
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145275

## About

WISDOM FINANCIAL PLANNING is an SEC-registered investment adviser in TAMPA, FL, registered since 2021. The firm manages $166 million in assets, $152 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Wisdom Financial Planning?

No named principals or investment professionals are publicly associated with the firm in primary records. The firm's ownership and decision-making structure are not disclosed.

### What is the firm's AUM?

Wisdom Financial Planning does not publicly report its assets under management. No third-party source has validated a figure, and the firm does not appear in industry AUM rankings or disclosure filings.

### What investment stages or sectors does the firm target?

The firm has not publicly stated any investment stage preference, sector focus, or geographic mandate. No known portfolio companies or deals are attributed to it.

### Does the firm engage in direct investments or fund commitments?

There is no public record of Wisdom Financial Planning making direct investments or committing capital to external funds. Its investment activities are not observable in available data.

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- [Financial Institution Services, LLC](https://altss.com/profile/financial-institution-services-llc)
- [ARPP](https://altss.com/profile/arpp)

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Last updated: 2026-07-11T13:59:36.000Z

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