Visdom Investment Group Llc
- Regulatory AUM
- $53.1M
- Discretionary
- $53.1M
- Clients
- 10
- Avg AUM / client
- $5.3M
- Accounts
- 10
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 9 | $49.5M | 93.3% |
| Corporations and other businesses | 1 | $3.6M | 6.71% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Selvala, Richard, Lee | Managing Member | Jul 2023 (3y) | 75% or more | |
| Clough, Patrick, Joseph | Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer | Oct 2024 (2y) | Less than 5% |
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) | 03/31/2026 | 952 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $25.0M (47% of AUM) Mar 2026
- J.P. Morgan $19.8M (37% of AUM) Mar 2026
- Fidelity Brokerage Services $8.3M (16% of AUM) Mar 2026
- Interactive Brokers $5.0M (3% of AUM) Mar 2025
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗