WISDOM WEALTH MANAGEMENT

WISDOM WEALTH MANAGEMENT of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 332421). Regulatory assets under management: $39.3M.

Registration

• CRD: 332421
• Type: Registered investment adviser
• Location: 3800 AMERICAN BLVD. WEST, BLOOMINGTON, MN, 55431
• Phone: 952-800-4996
• Latest filing: 2026-03-09
• Regulatory AUM: $39.3M
• Discretionary AUM: $38.2M
• Non-discretionary AUM: $1.0M
• Clients: 2
• Accounts: 153

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search