Finance Wisdom
12yrs
More experience than 67% of advisors in Sandy
Finance Wisdom
Location not listed. Legal name: Finance Wisdom LLC
About the firm
A registered investment advisory firm. It manages about $58.4 million for roughly 128 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$455,937
Assets under management ?$58.4 million
Individual clients128
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Finance Wisdom
3Advisors
10Median years of experience
2States with offices
–Offices
Also known as
Finance Wisdom LLC
About Finance Wisdom
How do I contact Finance Wisdom?
Call the main office at (505) 217-9444. The main office is at , .
How is Finance Wisdom paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Finance Wisdom offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Finance Wisdom?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.