CRD: 170536
Wisdom Wealth Investment Advisors LLC
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-28-2014
- Office Locations
- 1
Office Locations
About Wisdom Wealth Investment Advisors LLC
Wisdom Wealth Investment Advisors, LLC is an independent RIA and financial consulting firm serving retirees and business owners with personalized planning and portfolio construction. The team emphasizes an objective approach and uses Riskalyze (Nitrogen) risk scoring to align investment allocations with client goals and retirement expectations. Supports ETF and mutual-fund portfolios and can custody assets at firms such as Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
BLAKE LEPAGE BOTTLE
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2065531
- Ownership
- 50% but less than 75%
JOSEPH DAMIAN MCINERNEY
Certified Financial Planner, Managing Member
- CRD
- #2344141
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,796,319 | $204,714 |
| Non-Discretionary | $0 | -- |
| Total | $138,796,319 | $204,714 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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