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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-10-1999
- Office Locations
- 2
Office Locations
About Wisdom Investments
Wisdom Investments is an independent RIA providing fiduciary, values-aligned financial planning and investment management. Services include retirement planning, 401(k) rollovers, and coordinated tax and estate planning, with personalized investment strategies built using independent research and technology. Custody is with Fidelity/NFS. Differentiators include CFP® and Certified Kingdom Advisor expertise and being a Dave Ramsey SmartVestor Pro.
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Investment Themes
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Owner & Executives
JOSE ANTONIO CUEVAS III
Advisor, Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4550864
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Scott James Neubauer
Financial Advisor
- CRD
- #7898007
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,086,159 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,086,159 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,086,159
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $562,211,995 | 53.2% |
| Equity - Exchange | $494,577,469 | 46.8% |
| Total | $1,056,789,464 | 100.0% |