RIA Intel›Advisers›Minnesota›WISDOM WEALTH MANAGEMENT, LLC

WISDOM WEALTH MANAGEMENT, LLC

Advisory

BLOOMINGTON, MN

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$257K

across 153 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$39M

Discretionary AUM$38M

Non-Discretionary AUM$1M

Discretionary %97.4%

Total Clients23

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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ANTRIM INVESTMENT ADVISORS LLC

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REKOW MANAGEMENT LLC

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