# Wisdom Wealth Management

> Wisdom Wealth Management is a state-registered investment advisory firm in Bloomington, MN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 332421
- Filed as: WISDOM WEALTH MANAGEMENT
- Legal name: Wisdom Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332421
- AdvisorCensus page: https://advisorcensus.com/firm/wisdom-wealth-management-bloomington-mn-332421

## Quick answers

**How is Wisdom Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Wisdom Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wisdom Wealth Management located?**
Wisdom Wealth Management's principal office is in Bloomington, MN, according to its Form ADV.

**Is Wisdom Wealth Management registered with the SEC or a state?**
Wisdom Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332421.

**How much does Wisdom Wealth Management manage?**
Wisdom Wealth Management reports $39,252,324 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (97% discretionary).

**What types of clients does Wisdom Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (6).

**Does Wisdom Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332421

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,252,324
- Discretionary: $38,242,582
- Non-discretionary: $1,009,742

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,322,549 |
| High net worth individuals | 17 | $36,545,010 |
| Charitable organizations | Fewer than 5 | $384,765 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisdomwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisdom Wealth Management (CRD 332421): Form ADV filing data as of October 2026.