Tech stack
No one at Visdom Investment Group LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Visdom Investment Group LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $67M held · filed Nov 2024
J.P. Morgan
Per Form ADV · $25M held · filed Nov 2024
Schwab
Per Form ADV · $16M held · filed Nov 2024
