Wisdom Index Advisors
Wisdom Index Advisors (CRD# 132567) is a financial advisory firm headquartered in Prosper, TX. They manage $180,307,263 in 631 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management180MILLION
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Total Number of Accounts631ACCOUNTS
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Average Account Value$285,748
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Wisdom Index Advisors
1
Michael Davidson (CRD# 4547024) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has over 22 years of experience in the finance industry.
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