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Finance Wisdom

Finance Wisdom. CRD 325643

F

CRD: 325643

Finance Wisdom

Edgewood, NM
5052179444
$58.4M Total AUM
$38.7M Disc. AUM
-- 3Y CAGR
4 Employees
130 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Ameritas ยท Axos
Clients
Retail
Platforms
Radial pioneer
Established Date
03-30-2023
Office Locations
3

Office Locations

-- Albuquerque NM
-- Edgewood NM
-- Sandy OR

About Finance Wisdom

Finance Wisdom is an RIA providing comprehensive financial planning (cash flow, tax and estate strategies, retirement income, philanthropy) alongside professional investment management, including model portfolios, guided investing, and access to market/macro research. The firm also integrates insurance planning with life insurance, annuities, and own-occupation disability solutions. Portfolios are primarily ETF-based; registered in CA, NV, CO, FL, WA, LA, NM, OR and TX.

Team overview

-- AVG AGE
$19.5M AVG AUM / ADVISOR
$448.9K AVG AUM / CLIENT
2.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Zenith wave Wave

CRM

Alpha Insight glacier

Custodian

Legacy value

Investment Themes

Horizon wave Peak Glacier

Investment Vehicles

Prime bridge Value

Services

Oak Quantum optima Optima Harbor Timber Eagle prime Catalyst

Technology

Meridian fusion

Owner & Executives

Jeffrey Byron Mermilliod

Jeffrey Byron Mermilliod

Chief Compliance Officer, Owner, Registered Representative

CRD
#6696531
Ownership
75% or more
(374) 806-7721
peak.pathway@quantumcapital.com
in linkedin.com/in/glacier-catalyst

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Contacts

A

Andrew Ray Melendrez

--

CRD
#7716888
(443) 966-2301
north.bridge@capitalcapital.com
in linkedin.com/in/vital-vertex
HAYDEN SCOTT PETERSON

HAYDEN SCOTT PETERSON

--

CRD
#6349781
(373) 696-5380
zenith.ember@capitalcapital.com
in linkedin.com/in/vertex-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $38,652,823 --
Non-Discretionary $19,707,141 --
Total $58,359,964 --

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Separately Managed Accounts

Total SMA Asset: $58,359,964

$58.4M Total SMA
Equity - Exchange:
49.7%
Equity - OTC:
50.3%
Asset class Assets Assets %
Equity - Exchange $2,941,689,899 49.7%
Equity - OTC $2,977,203,258 50.3%
Total $5,918,893,157 100.0%

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