Wisdom Index Advisors, Llc
- Regulatory AUM
- $221M
- Discretionary
- $221M
- Clients
- 197
- Avg AUM / client
- $1.1M
- Accounts
- 659
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Asset allocation (SMA assets by investment type)
as of Jul 08, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 109 | $42.2M | 19.1% |
| High net worth individuals | 75 | $159M | 71.8% |
| Pension and profit sharing plans | 10 | $18.0M | 8.13% |
| Corporations and other businesses | 3 | $2.2M | 1.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael James Davidson | Principal. Chief Compliance Officer | CFP | Jul 2004 (22y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $161M (73% of AUM) Jul 2026
- Axos Clearing $10.0K (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗