Adviser Profile
| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 03/10/2025 |
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| Former registrations | |
| ADV Location | EAU-CLAIRE, WI, United States |
| Contact Info | (71 xxxxxxx |
| Websites |
| AUM* | 163,729,560 21% |
| of that, discretionary | 146,554,680 17% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 285,243 13% |
| % High Net Worth | 48.15% 26% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
147M
126M
105M
84M
63M
42M
21M
2025
2026
Private Funds
No private funds