| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/09/2021 |
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| ADV Location | WEST BEND, WI, United States |
| Contact Info | 262 xxxxxxx |
| Websites |
| AUM* | 276,097,524 34% |
| of that, discretionary | 276,097,524 34% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 235,377 15% |
| % High Net Worth | 13.89% 40% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WIPFLI LLP | Filing Date09/10/2025 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI | Filing Date07/25/2024 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI LLP | Filing Date10/13/2023 | Form ADV-E View Report |