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- Custodian
- Axos · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2004
- Office Locations
- 1
Office Locations
About Wisdom Index Advisors
Prosper, TX-based Wisdom Index Advisors is a fee-only wealth management firm serving select families and individuals, nonprofits/donor-advised funds, trusts, and qualified plan sponsors (401(k)/403(b)). They provide comprehensive wealth planning and investment management using their proprietary Wisdom Index framework, pairing client values and goals with evidence-based, academically grounded investment science and an emphasis on minimizing conflicts; custody includes Charles Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
MICHAEL JAMES DAVIDSON
Chief Compliance Officer, Wealth Advisor
- CRD
- #4547024
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $221,288,915 | $335,795 |
| Non-Discretionary | $0 | -- |
| Total | $221,288,915 | $335,795 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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