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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2024
- Office Locations
- 1
Office Locations
About Wisdom Wealth Management
Wisdom Wealth Management, LLC is a Bloomington, MN fiduciary wealth manager serving individuals and couples with roughly $1–20M to invest, including business owners and those rebuilding after the loss of a spouse. The firm combines goal-based planning with advanced retirement income and tax strategies, and builds investment portfolios aligned to clients’ causes and priorities. Founder Anne M. Ward brings 20+ years’ experience; custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
ANNE MICHELLE WARD
Chief Compliance Officer, FOUNDER
- CRD
- #4172067
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,242,582 | -- |
| Non-Discretionary | $1,009,742 | -- |
| Total | $39,252,324 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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