| As of Date | 07/29/2026 |
| Registration | SEC, Approved, 08/07/2024 |
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| ADV Location | MUSKEGO, WI, United States |
| Contact Info | 414 xxxxxxx |
| Websites |
| AUM* | 125,740,000 -29% |
| of that, discretionary | 125,740,000 -29% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,533,415 400% |
| % High Net Worth | 71.43% 100% |
| SMA’s | No |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds