Managing Member and Chief Compliance Officer · Wisdom Wealth Investment Advisors LLC
Blake L. Bottle
CRD 2065531 · Named on Form ADV at one SEC-registered adviser
At a glance
Wisdom Wealth Investment Advisors LLC, an SEC-registered wealth manager based in Phoenix, AZ with $139 million in regulatory assets, lists Blake L. Bottle on its Form ADV as Managing Member and Chief Compliance Officer, a control person.
Firms and roles
- Wisdom Wealth Investment Advisors LLCManaging Member and Chief Compliance OfficerWealth manager · Phoenix, AZ · $139M in regulatory assets
AtlasMembers
Blake’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joseph D. McInerneyManaging Member, Wisdom Wealth Investment Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Blake’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.