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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-2016
- Office Locations
- 1
Office Locations
About Wisdom Investment Strategies, LLC
Wisdom Investment Strategies, LLC is an independent, fee-based RIA that partners with investors and their trusted advisors on long-term wealth strategies. The firm developed the proprietary “Wisdom 20” equity process and typically implements portfolios using ETFs and public funds, with some fixed income. Planning support spans portfolio construction, tax and insurance planning, and business succession, with custody relationships including Schwab.
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Client Personas
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Investment Vehicles
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Owner & Executives
JERRY RAYMOND HERMAN
Financial Advisor, General Partner
- CRD
- #2011620
- Ownership
- 50% but less than 75%
KENNETH JAMES PATSEY
Chief Compliance Officer
- CRD
- #1396728
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,283,609 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,283,609 | -- |
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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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