Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 03/14/2022
Other registrations (1)
ADV Location BROOKFIELD, WI, United States
Contact Info (26 xxxxxxx
Websites
AUM* 135,083,000 18%
of that, discretionary 132,742,000 17%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,957,725 20%
% High Net Worth 57.97% 7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

133M 114M 95M 76M 57M 38M 19M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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