| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 04/16/2021 |
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| ADV Location | MERRILLVILLE, IN, United States |
| Contact Info | 219 xxxxxxx |
| Websites |
| AUM* | 203,949,242 48% |
| of that, discretionary | 203,949,242 48% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 190,251 28% |
| % High Net Worth | 7.67% 179% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WIPFLI LLP | Filing Date08/21/2025 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI LLP | Filing Date08/30/2024 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI LLP | Filing Date09/27/2023 | Form ADV-E View Report |