DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Wisdom Wealth Investment Advisors LLC

Independent wealth managerPhoenix, ArizonaCRD 170536SEC 801-136216websiteIAPD
Latest filing Apr 8, 2026
First filing on the tape Apr 8, 2026 · 1 filings
SEC status approved since May 11, 2026
RAUM
$139M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$139M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$69.4M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $139M
HNW client RAUM: $84.8M
State-registered IARs (5.B.3): 2
Employees (5.A): 2
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 8, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$69.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
135derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.1MderivedHNW RAUM over HNW clients
Average account
$204,714derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$84.8M61%
  • Individuals$54.0M39%
Individual clients
230reported
HNW clients
40reported
Pension plan clients
1reported
Charitable clients
n/areported
Accounts
678reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Blake Lepage BottleChartered Financial ConsultantPhoenix, AzMay 29, 201436 y1
Joseph Damian McinerneyCertified Financial PlannerPhoenix, AzMay 29, 201432 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Lepage Blake Bottle · Managing Member And Chief Compliance Officercontrol
    since 01/2014 · owns 50% to 75%
  • Damian Joseph Mcinerney · Managing Membercontrol
    since 01/2014 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Phoenix, Az · principal200
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business email
info@wisdomwealth.solutionsreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
602-494-1444reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
602-494-4100reportedpublished by the firm, firm site, Sep 16, 2026
Website
wisdomwealth.solutionsreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
(602) 494-4100reportedpublic record, Form ADV, Apr 8, 2026
Contact form
wisdomwealth.solutions/contactreportedpublished by the firm, firm site, Sep 16, 2026
Team page
wisdomwealth.solutions/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$69.4Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026