# WISDOM WEALTH MANAGEMENT

WISDOM WEALTH MANAGEMENT of BLOOMINGTON, MN is an SEC-registered investment adviser.

## Registration

- CRD: 332421
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332421/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332421/similar
- Related entities: https://search.stillhousedata.com/firm/332421/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332421

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.