Wisdom Wealth Investment Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Wisdom Wealth Investment Advisors reports 271 clients. They include 230 individual clients, 40 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($139M across 678 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 39% |
| High-net-worth individuals | 15% | 61% |
| Pension and profit-sharing plans | <1% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 230 | $54M | 38.9% | $235K |
| High-net-worth individuals | 40 | $84.8M | 61.1% | $2.12M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | $0 |
| Total | 271 | $139M | 100% | — |
- Clients
- 230
- Regulatory AUM
- $54M
- AUM share
- 38.9%
- Avg. per client
- $235K
- Clients
- 40
- Regulatory AUM
- $84.8M
- AUM share
- 61.1%
- Avg. per client
- $2.12M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 271
- Regulatory AUM
- $139M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Wisdom Wealth Investment Advisors charges 1.00%–2.00% a year for its Portfolio management services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and advisory consulting
- Hourly fee of $150 to $250, negotiable, or a flat fee of $1,500 to $5,000; 50% due in advance.
- Pension consulting services
- Same 2.00% to 1.00% asset schedule as portfolio management, negotiated with the plan fiduciary, or a flat fee.
Joseph McInerney owns 50% to 75% of Wisdom Wealth Investment Advisors. The leadership team of Wisdom Wealth Investment Advisors includes Chief Compliance Officer Blake Bottle. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Wisdom Wealth Investment Advisors LLC
Joseph McInerney
Control person · since January 2014
- Owns 50% to 75% of Wisdom Wealth Investment Advisors LLC
Blake Bottle
Control person · since January 2014
Besides its headquarters, Wisdom Wealth Investment Advisors has 0 offices, with 1 listed address in 1 state.
Arizona · 1 listed address
- 6930 E. Chauncy Lane, Suite 220, PhoenixHQ
Other business names
Wisdom Wealth Investment Advisors has reported 2 other business names to the SEC.
- Bottle & McInerney, LLC
- JMFS, Inc.
Contact and registration details
- Legal name
- Wisdom Wealth Investment Advisors LLC
- Headquarters
- 6930 E. Chauncy Lane, Suite 220, Phoenix, AZ 85054
- Website
- wisdomwealth.solutions
- Phone
- 602-494-4100
- SEC file
- 801-136216
- Structure
- Arizona LLC
- Fiscal year end
- December
Wisdom Wealth Investment Advisors’ named custodians for separately managed accounts are Charles Schwab ($111M, 80%) and Altruist ($27.8M, 20%). Wisdom Wealth Investment Advisors does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $111M80%
- AltruistAltruist Financial, LLC · Culver City, CA · $27.8M20%
At year end, Wisdom Wealth Investment Advisors’ separately managed accounts were mostly in funds (66%) and stocks (26%).
What the accounts hold
- Stocks26%
- Exchange-traded equities25%
- Non-exchange-traded equities1%
- Funds66%
- Cash3%
- Other5%
- Variable annuity subaccounts5%
How many clients does Wisdom Wealth Investment Advisors have?
Wisdom Wealth Investment Advisors has 271 clients and manages $139 million for them, as of September 2026. They include 230 individual clients, 40 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Wisdom Wealth Investment Advisors offer?
Wisdom Wealth Investment Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wisdom Wealth Investment Advisors charge?
Wisdom Wealth Investment Advisors charges 1.00%–2.00% a year for its Portfolio management services. The fee is billed in advance and is negotiable.
Source: WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE, filed 7 October 2026
Which custodians does Wisdom Wealth Investment Advisors use?
Wisdom Wealth Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $111M and Altruist Financial, LLC (Culver City, CA), with $27.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Wisdom Wealth Investment Advisors have?
Wisdom Wealth Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wisdom Wealth Investment Advisors invest in?
At the end of its last fiscal year, Wisdom Wealth Investment Advisors’ separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 5% other, 3% cash and equivalents and 1% non-exchange-traded equities. The 5% other category is described as: Variable Annuity Subaccounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wisdom Wealth Investment Advisors?
Wisdom Wealth Investment Advisors’ direct owners are Joseph McInerney (50% to 75%) and Blake Bottle (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Wisdom Wealth Investment Advisors get paid?
Wisdom Wealth Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wisdom Wealth Investment Advisors?
Wisdom Wealth Investment Advisors’ main office is at 6930 E. Chauncy Lane, Suite 220, Phoenix, AZ 85054. Its phone number is 602-494-4100. Its website is wisdomwealth.solutions.
