# WISDOM WEALTH MANAGEMENT

WISDOM WEALTH MANAGEMENT is a Multi Family Office based in Bloomington, China.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bloomington, China
- **Region:** Asia
- **Address:** Shanghai, China
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wisdom-wealth-management

## Regulatory record

- **CRD number:** 332421
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332421

## About

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.

## 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.

## Related profiles

- [Westchester Wealth Management](https://altss.com/profile/westchester-wealth-management)

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Last updated: 2026-08-10T19:36:47.593Z

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