# WISDOM PLANNING GROUP

WISDOM PLANNING GROUP is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wisdom-planning-group

## Regulatory record

- **CRD number:** 305721
- **SEC file number:** 801-132758
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305721

## About

WISDOM PLANNING GROUP is an SEC-registered investment adviser in ORLANDO, FL, registered since 2025. The firm manages approximately $113 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### Who founded WISDOM PLANNING GROUP?

No public records identify the founder or any named principals of WISDOM PLANNING GROUP.

### What assets does WISDOM PLANNING GROUP manage?

No assets under management figures have been publicly disclosed. The firm does not appear in major industry databases with verifiable data.

### Where is WISDOM PLANNING GROUP headquartered?

No headquarters location is publicly available. The firm's geographic base is unknown.

### What investment strategy does WISDOM PLANNING Group follow?

No investment strategy has been disclosed. Public information is insufficient to assess the firm's approach to capital deployment.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wisdom-planning-group

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