# Wisdom Wealth Investment Advisors

Wisdom Wealth Investment Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 170536
- **SEC file number:** 801-136216
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170536

## About

WISDOM WEALTH INVESTMENT ADVISORS LLC is an SEC-registered investment adviser in PHOENIX, AZ, registered since 2026. The firm manages approximately $139 million in assets. It has 2 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure

## Questions

### How does Wisdom Wealth Investment Advisors source investments?

Investment sourcing cannot be confirmed. RIAs serving family offices often use a mix of external fund managers and direct co-investments. Without public information on the firm's network or deal flow, no specific sourcing model can be attributed.

### What is the AUM of Wisdom Wealth Investment Advisors?

The firm does not publicly disclose AUM. SEC registration requires reporting regulatory assets under management (RAUM) for compliance purposes, but that number is not available through public filings at this time. The AUM band is therefore listed as Undisclosed.

## Related profiles

- [Whitehaven Asset Management, LP](https://altss.com/profile/whitehaven-asset-management-lp)
- [Pinafore Wealth Counsel](https://altss.com/profile/pinafore-wealth-counsel-inc)

---

Last updated: 2026-07-06T01:24:28.999Z

Canonical page: https://altss.com/profile/wisdom-wealth-investment-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology