Investment adviser · CRD 169417

WISDOM PLANNING, LLC

Investment adviser filing (IA)

NAPLES, FL, United States · Form ADV filed Sep 16, 2020

Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 16, 2020. View historical filings

Reported services

Financial planning

Compensation

Hourly · Fixed

Principal office

405 FIFTH AVE. SOUTH, SUITE 5-A
NAPLES, FL, 34102, United States

CRD 169417

Filing source

Form ADV 1453158 · Sep 16, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.