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WISDOM WEALTH MANAGEMENT
WISDOM WEALTH MANAGEMENT, LLC
CRD 332421
3800 AMERICAN BLVD. WEST, SUITE 920, BLOOMINGTON, MN, 55431, United States
Phone
952-800-4996
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.3M
Discretionary AUM
$38.2M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.3M |
| High net worth individuals | 17 | $36.5M |
All web addresses on file
Official SEC filing: View on IAPD