This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-2014
- Office Locations
- 1
Office Locations
About Wisdom Wealth Strategies
Wisdom Wealth Strategies is a Colorado-based boutique RIA providing customized investment management and tax-focused planning for individuals and families, including retirement, estate, college/529 and charitable strategies. Portfolios are built primarily with public funds, including mutual funds and ETFs, with custody supported through Charles Schwab. The firm has been featured in outlets such as Forbes and Reuters.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREA LYNN BLACKWELDER
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4983330
- Ownership
- 50% but less than 75%
JOSEPH DALE CLEMENS
Managing Member
- CRD
- #4877222
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,454,507 | $280,080 |
| Non-Discretionary | $0 | -- |
| Total | $190,454,507 | $280,080 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
Continue browsing