Wisdom Wealth Investment Advisors Llc
- Regulatory AUM
- $139M
- Discretionary
- $139M
- Clients
- 271
- Avg AUM / client
- $512K
- Accounts
- 678
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 230 | $54.0M | 38.9% |
| High net worth individuals | 40 | $84.8M | 61.1% |
| Pension and profit sharing plans | 1 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan Midwest Physician Anesthesia Services, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blake Lepage Bottle | Registered representative | Chartered Financial Consultant | May 2014 (12y) | |
| Joseph Damian Mcinerney | Registered representative | CFP | May 2014 (12y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan | Midwest Physician Anesthesia Services, Inc. | 136 | $133M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 1.26 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $111M (80% of AUM) Apr 2026
- Truist Financial Corp $27.8M (20% of AUM) Apr 2026
- Altruist Financial $27.8M (20% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗