| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 06/15/2015 |
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| ADV Location | MILWAUKEE, WI, United States |
| Contact Info | 414 xxxxxxx |
| Websites |
| AUM* | 469,535,872 35% |
| of that, discretionary | 469,535,872 35% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 612,971 23% |
| % High Net Worth | 57.79% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$109,421,348 | % Position27.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$59,254,891 | % Position15.00% | $ Change18.00% | # Change-1.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$35,444,691 | % Position9.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$22,878,080 | % Position6.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$15,338,400 | % Position4.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$11,955,463 | % Position3.00% | $ Change27.00% | # Change-1.00% |
| Stck Ticker808524201 | Stock NameSCHWAB STRATEGIC TR | $ Position$8,350,596 | % Position2.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker921937827 | Stock NameVANGUARD BD INDEX FDS | $ Position$6,341,952 | % Position2.00% | $ Change1.00% | # Change2.00% |
| Stck Ticker921946406 | Stock NameVANGUARD WHITEHALL FDS | $ Position$7,001,361 | % Position2.00% | $ Change6.00% | # Change0.00% |
| Stck Ticker921908844 | Stock NameVANGUARD SPECIALIZED FUNDS | $ Position$7,225,192 | % Position2.00% | $ Change10.00% | # Change0.00% |