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Managing Member/chief Compliance Officer/shareholder · Wisdom Wealth Strategies

Andrea L. Blackwelder

CRD 4983330 · Named on Form ADV at one SEC-registered adviser

At a glance

Wisdom Wealth Strategies, an SEC-registered wealth manager based in Greenwood Village, CO with $190 million in regulatory assets, lists Andrea L. Blackwelder on its Form ADV as Managing Member/chief Compliance Officer/shareholder, a control person.

Firms and roles

  • Wisdom Wealth StrategiesManaging Member/chief Compliance Officer/shareholderWealth manager · Greenwood Village, CO · $190M in regulatory assets

AtlasMembers

Andrea’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrea’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.