Wisdom Index Advisors

$221.3MAssets under management
as of Jul 2026 · SEC Form ADV
Prosper, TX
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Tech stack

No one at Wisdom Index Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Wisdom Index Advisors'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
Axos Clearing
Per Form ADV · $10K held · filed Apr 2024
Portfolio Management
Client Data Gathering