{"url":"https://nivawealth.com/firms/wisdom-wealth-investment-advisors-170536","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/170536","regulatoryAum":138796319,"crd":"170536","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2065531","suffix":null,"lastName":"BOTTLE","firstName":"BLAKE","middleName":"LEPAGE"},{"crd":"2344141","suffix":null,"lastName":"MCINERNEY","firstName":"JOSEPH","middleName":"DAMIAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136216","legalName":"Wisdom Wealth Investment Advisors LLC","displayName":"Wisdom Wealth Investment Advisors","slug":"wisdom-wealth-investment-advisors-170536","website":"https://wisdomwealth.solutions/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/170536/315a9af66824be24-r1.webp","tone":"light","width":1030,"height":200,"sourceUrl":"https://www.wisdomwealth.solutions/","sourceLabel":"Wisdom Wealth Investment Advisors LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Arizona limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6930 E. Chauncy Lane, Suite 220","city":"Phoenix","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85054"},"tradeNames":["Bottle & McInerney, LLC","JMFS, Inc."],"registration":{"secApproved":"11 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":514060.44074074074,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":138796319,"discretionary":138796319,"discretionaryAccounts":678,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":230,"regulatoryAum":53977149},{"label":"High-net-worth individuals","clients":40,"regulatoryAum":84819170},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":0}],"feePrograms":[{"role":"main","program":"Portfolio management services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060347","versionId":1060347,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-10-07","documentName":"WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE","fee_rate_low":1,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and advisory consulting","summary":"Hourly fee of $150 to $250, negotiable, or a flat fee of $1,500 to $5,000; 50% due in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060347","versionId":1060347,"submittedOn":"2026-10-07","documentName":"WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE"},{"role":"other","program":"Pension consulting services","summary":"Same 2.00% to 1.00% asset schedule as portfolio management, negotiated with the plan fiduciary, or a flat fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060347","versionId":1060347,"submittedOn":"2026-10-07","documentName":"WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:54:59.816116+00:00","documents":[{"name":"WISDOM WEALTH INVESTMENT ADVISORS LLC BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060347","versionId":1060347,"submittedOn":"2026-10-07"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":111030606},{"name":"Altruist Financial, LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":27765714}],"custodyNote":"Wisdom Wealth Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Blake Bottle","title":"Managing Member and Chief Compliance Officer","crd":"2065531"},{"name":"Joseph McInerney","title":"Managing Member","crd":"2344141"}],"ownership":[{"label":"Joseph McInerney","detail":"Managing member in the 50% to 75% ownership band and a control person, since January 2014."},{"label":"Blake Bottle","detail":"Managing member and chief compliance officer in the 50% to 75% ownership band and a control person, since January 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"6930 E. Chauncy Lane, Suite 220","city":"Phoenix","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"602-494-4100","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":25},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":66},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":5,"detail":"Variable Annuity Subaccounts"}],"privateFunds":0},"sources":{"adv1FilingDate":"25 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/170536/PDF/170536.pdf","brochureDate":"7 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060347","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wisdom Wealth Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wisdom Wealth Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wisdom Wealth Investment Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wisdom Wealth Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wisdom Wealth Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wisdom Wealth Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wisdom Wealth Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wisdom Wealth Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wisdom Wealth Investment Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}