Adviser Profile
| As of Date | 01/09/2026 |
| Registration | SEC, Approved, 11/29/2024 |
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| Former registrations | |
| ADV Location | MADISON, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 116,910,095 10% |
| of that, discretionary | 115,274,250 23% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 153,425 28% |
| % High Net Worth | 21.70% 32% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
115M
99M
82M
66M
49M
33M
16M
2024
2025
2026
Private Funds
No private funds