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WISDOM WEALTH MANAGEMENT
WISDOM WEALTH MANAGEMENT is a state-registered investment adviser in BLOOMINGTON, MN. The firm manages $39 million in regulatory assets, $38 million on a...
Overview
WISDOM WEALTH MANAGEMENT is a state-registered investment adviser in BLOOMINGTON, MN. The firm manages $39 million in regulatory assets, $38 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
Asia
Country
China
City
Bloomington
Corporate office
Shanghai, China
Frequently asked questions
Who are the founding principals of Wisdom Wealth Management?
The founding principals and key decision-makers at Wisdom Wealth Management are not publicly disclosed. Chinese family offices commonly operate with high discretion regarding principal identities for privacy and regulatory reasons.
What is the firm's investment focus?
The firm invests across public equities, fixed income, private equity, venture capital and real estate. Its strategies span direct investments and allocations to third-party fund managers. Geographic focus is primarily Greater China with some exposure to developed international markets.
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