Wisdom Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wisdom Wealth Management serves individual and high-net-worth clients, as well as trusts, small- to mid-sized businesses and charitable organizations, through ongoing wealth management and financial planning services and standalone, project-based planning engagements. The firm operates on a fee-only basis and provides investment management that can be discretionary, along with monitoring of held-away accounts and periodic consultative reviews.
The firm’s investment approach emphasizes strategic asset allocation informed by Modern Portfolio Theory and a mix of passive and active strategies, with decisions guided by risk tolerance, time horizon, and tax considerations. It may employ outside managers and model portfolios and can incorporate ESG screens or customized values-based investments, while relying on a third-party platform for trading, rebalancing, and administrative functions.
Noteworthy for a small adviser, the firm discloses that it advertises third-party ratings in its marketing (see the firm website listed on the brochure cover) and provides quarterly performance reports to clients. The firm also discloses a custody arrangement that results from standing letters of authorization permitting disbursements (described in Item 15), and it delegates certain operational and model-management functions to a third-party platform provider.
Client services
Expertise
Fee options
Fixed fee for Project-Based Financial Planning typically ranges between $5,000 and $10,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
$500 per hour for Project-Based Financial Planning
Account minimum: $50,000 Minimum fee: $625 per month minimum fee for Wealth Management; $4.50 monthly fee for accounts less than $50,000 in Client households less than $250,000 Fee-only: Wealth Management and Project-Based Financial Planning are fee-only services.
Main office
3800 American Blvd. West, Suite 920
Bloomington MN 55431
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Wisdom Wealth Management · Wisdom Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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