Overview
Assets Under Management: $158 million
Headquarters: SUN PRAIRIE, WI
High-Net-Worth Clients: 22
Average Client Assets: $2.6 million
Frequently Asked Questions
WISCONSIN WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145946), WISCONSIN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
WISCONSIN WEALTH ADVISORS, LLC is headquartered in SUN PRAIRIE, WI.
WISCONSIN WEALTH ADVISORS, LLC serves 22 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, WISCONSIN WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WISCONSIN WEALTH ADVISORS, LLC manages $158 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, WISCONSIN WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.71%
Average Client Assets: $2.6 million
Total Client Accounts: 290
Discretionary Accounts: 286
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 145946
Filing ID: 2055051
Last Filing Date: 2026-03-20 11:31:02