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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WISDOM FINANCIAL SERVICES, L.L.C.

CRD 127385

GENESEO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c33b405f-eb31-8d6d-62f5-96449b674116

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: Feb 2, 2018 to Jul 29, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $779MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $779M
Private client RAUM: $779MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $86.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 10
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 3,989
Individual clients: 1,518
SEC number: 801-112566
CRD: 127385
Filings on the tape: 17
First filed: Feb 2, 2018
Latest filed: Jul 29, 2026
Organised: Limited Liability Company, IL
Website: wisdomfinancial.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY A. HEATON	n/a	GENESO, IL	22	26	1	no
CURTIS J FORD	n/a	GENESEO, IL	22	33	n/a	no
JUSTIN MICHAEL HEATON	n/a	GENESEO, IL	14	15	n/a	no
Benjamin Thomas Young	n/a	GENESEO, IL	10	13	n/a	no
SCOTT T MOORHEAD	n/a	GENESEO, IL	9	19	n/a	no
MATTHEW PAUL SIMOSKY	n/a	GENESEO, IL	5	22	n/a	no
JEFFREY D AMMAN	n/a	GENESEO, IL	2	17	n/a	no
Jacob Ronald Miller	n/a	GENESEO, IL	1	10	n/a	no
Julia Ann Wiese	n/a	Geneseo, IL \| GENESEO, IL	1	22	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEAN, JOHN, WILLIAM	MANAGING MEMBER & WEALTH COACH	B	yes	05/2003	Feb 2, 2018	Jan 22, 2024
FORD, CURTIS, J	MANAGING MEMBER & WEALTH COACH	B	yes	05/2003	Feb 2, 2018	Jan 22, 2024
HEATON, GREGORY, A.	MANAGING MEMBER, WEALTH COACH & CCO	B	yes	05/2003	Feb 2, 2018	Jan 22, 2024
HEATON, JUSTIN, MICHAEL	MANAGING MEMBER & WEALTH COACH	B	yes	04/2014	Feb 2, 2018	Jan 22, 2024
NASH, JAMES, H	MANAGING MEMBER & WEALTH COACH	B	yes	05/2003	Feb 2, 2018	Jan 22, 2024
NASH, ROBERT, N	MANAGING MEMBER & WEALTH COACH	B	yes	05/2003	Feb 2, 2018	Jan 22, 2024
WIEGAND, MICHAEL, ANTHONY	MANAGING MEMBER & WEALTH COACH	B	yes	04/2014	Feb 2, 2018	Jan 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MICHAEL WIEGAND, CPA	n/a	n/a	n/a	N	yes	n/a
MOORHEAD PATTERSON CPA	n/a	n/a	n/a	Y	no	n/a
NASH BEAN FORD & BROWN , LLP	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Davenport	Ia	United States	1	no
Galesburg	IL	United States	1	no
Moline	IL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 2, 2026	$779M	$779M	14	10	3	n/a	n/a
2024	Jan 24, 2025	$635M	$634M	16	11	3	n/a	n/a
2023	Jan 22, 2024	$578M	$578M	16	10	3	n/a	n/a
2022	Jan 24, 2023	$501M	$501M	15	10	3	n/a	n/a
2021	Mar 2, 2022	$509M	$507M	15	10	3	n/a	n/a
2020	Feb 25, 2021	$440M	$439M	15	9	3	n/a	n/a
2019	Feb 3, 2020	$381M	$381M	15	9	3	n/a	n/a
2018	Mar 5, 2019	$245M	$245M	9	9	3	n/a	n/a
2017	Mar 6, 2018	$105M	$105M	9	9	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$779M	$635M	22.6%	$501M	15.8%	14	16	3	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ABUNDANCE FINANCIAL COACHING, LLC	2	Feb 26, 2015	Feb 25, 2015	GENESEO, IL	Team lift out	RIA to state RIA	40.0%

Relationships

Registered with (11)

← Julia Ann WieseAdvisorregistration: current employment
Feb 17, 2025 to presentfactForm ADV
← Jacob Ronald MillerAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← JEFFREY D AMMANAdvisorregistration: current employment
Oct 27, 2023 to presentfactForm ADV
← MATTHEW PAUL SIMOSKYAdvisorregistration: current employment
May 27, 2021 to presentfactForm ADV
← SCOTT T MOORHEADAdvisorregistration: current employment
Sep 18, 2017 to presentfactForm ADV
← Benjamin Thomas YoungAdvisorregistration: current employment
Mar 17, 2016 to presentfactForm ADV
← JUSTIN MICHAEL HEATONAdvisorregistration: current employment
Jun 4, 2012 to presentfactForm ADV
← CURTIS J FORDAdvisorregistration: current employment
Apr 5, 2004 to presentfactForm ADV
← GREGORY A. HEATONAdvisorregistration: current employment
Oct 6, 2003 to presentfactForm ADV
← DENNIS DANIEL DUFFYAdvisorregistration: previous registration
Nov 29, 2005 to Feb 26, 2015factForm ADV
← RYAN MICHAEL DENMANAdvisorregistration: previous registration
Jun 10, 2013 to Feb 26, 2015factForm ADV

Controls (7)

← HEATON, GREGORY, A.OwnerMANAGING MEMBER, WEALTH COACH & CCO, ownership code B, individual
Feb 2, 2018 to Jan 22, 2024factForm ADV
← BEAN, JOHN, WILLIAMOwnerMANAGING MEMBER & WEALTH COACH, ownership code B, individual
Feb 2, 2018 to Jan 22, 2024factForm ADV
← NASH, JAMES, HOwnerMANAGING MEMBER & WEALTH COACH, ownership code B, individual
Feb 2, 2018 to Jan 22, 2024factForm ADV
← NASH, ROBERT, NOwnerMANAGING MEMBER & WEALTH COACH, ownership code B, individual
Feb 2, 2018 to Jan 22, 2024factForm ADV
← FORD, CURTIS, JOwnerMANAGING MEMBER & WEALTH COACH, ownership code B, individual
Feb 2, 2018 to Jan 22, 2024factForm ADV
← WIEGAND, MICHAEL, ANTHONYOwnerMANAGING MEMBER & WEALTH COACH, ownership code B, individual
Feb 2, 2018 to Jan 22, 2024factForm ADV
← HEATON, JUSTIN, MICHAELOwnerMANAGING MEMBER & WEALTH COACH, ownership code B, individual
Feb 2, 2018 to Jan 22, 2024factForm ADV

Moved with (1)

→ ABUNDANCE FINANCIAL COACHING, LLCRegistered adviser2 advisors, team lift out, same day
Feb 26, 2015 to Feb 25, 2015factForm ADV

Dated events

Occurred
Feb 3, 2020
Regulatory AUM changed
Wisdom Financial Services, L.L.C. reported RAUM $380.8M, up 55% from $245.0M (2019-03-05 to 2020-02-03)
Form ADVobserved 6 days ago
$136M
Occurred
Mar 5, 2019
Regulatory AUM changed
Wisdom Financial Services, L.L.C. reported RAUM $245.0M, up 133% from $105.0M (2018-03-06 to 2019-03-05)
Form ADVobserved 6 days ago
$140M
Occurred
Mar 6, 2018
Regulatory AUM changed
Wisdom Financial Services, L.L.C. reported RAUM $105.0M, down 70% from $350.9M (2018-02-02 to 2018-03-06)
Form ADVobserved 6 days ago
$-246M
Occurred
Feb 2, 2018
First Form ADV filing
Wisdom Financial Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c33b405f-eb31-8d6d-62f5-96449b674116
First observed: Feb 2, 2018
Last observed: Jul 29, 2026 54 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WISDOM FINANCIAL SERVICES, L.L.C.

CRD 127385

GENESEO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c33b405f-eb31-8d6d-62f5-96449b674116

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY A. HEATON

n/a

GENESO, IL

CURTIS J FORD

n/a

GENESEO, IL

n/a

JUSTIN MICHAEL HEATON

n/a

GENESEO, IL

n/a

Benjamin Thomas Young

n/a

GENESEO, IL

n/a

SCOTT T MOORHEAD

n/a

GENESEO, IL

n/a

MATTHEW PAUL SIMOSKY

n/a

GENESEO, IL

n/a

JEFFREY D AMMAN

n/a

GENESEO, IL

n/a

Jacob Ronald Miller

n/a

GENESEO, IL

n/a

Julia Ann Wiese

n/a

Geneseo, IL | GENESEO, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEAN, JOHN, WILLIAM

MANAGING MEMBER & WEALTH COACH

yes

05/2003

Feb 2, 2018

Jan 22, 2024

FORD, CURTIS, J

MANAGING MEMBER & WEALTH COACH

yes

05/2003

Feb 2, 2018

Jan 22, 2024

HEATON, GREGORY, A.

MANAGING MEMBER, WEALTH COACH & CCO

yes

05/2003

Feb 2, 2018

Jan 22, 2024

HEATON, JUSTIN, MICHAEL

MANAGING MEMBER & WEALTH COACH

yes

04/2014

Feb 2, 2018

Jan 22, 2024

NASH, JAMES, H

MANAGING MEMBER & WEALTH COACH

yes

05/2003

Feb 2, 2018

Jan 22, 2024

NASH, ROBERT, N

MANAGING MEMBER & WEALTH COACH

yes

05/2003

Feb 2, 2018

Jan 22, 2024

WIEGAND, MICHAEL, ANTHONY

MANAGING MEMBER & WEALTH COACH

yes

04/2014

Feb 2, 2018

Jan 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MICHAEL WIEGAND, CPA

n/a

yes

n/a

MOORHEAD PATTERSON CPA

n/a

NASH BEAN FORD & BROWN , LLP

n/a

City

State

Country

Employees

Also broker-dealer

Davenport

United States

Galesburg

United States

Moline

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 2, 2026

$779M

n/a

2024

Jan 24, 2025

$635M

$634M

n/a

2023

Jan 22, 2024

$578M

n/a

2022

Jan 24, 2023

$501M

n/a

2021

Mar 2, 2022

$509M

$507M

n/a

2020

Feb 25, 2021

$440M

$439M

n/a

2019

Feb 3, 2020

$381M

n/a

2018

Mar 5, 2019

$245M

n/a

2017

Mar 6, 2018

$105M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$779M

$635M

22.6%

$501M

15.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ABUNDANCE FINANCIAL COACHING, LLC

Feb 26, 2015

Feb 25, 2015

GENESEO, IL

Team lift out

RIA to state RIA

40.0%