| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 05/25/2001 |
| ADV Location | APPLETON, WI, United States |
| Contact Info | 920 xxxxxxx |
| Websites |
| AUM* | 107,891,921 7% |
| of that, discretionary | 63,965,013 22% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,498,499 3% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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
- Fixed fees (other than subscription fees)
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WIPFLI LLP | Filing Date10/24/2024 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI LLP | Filing Date04/10/2024 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI, LLP | Filing Date04/10/2023 | Form ADV-E View Report |