Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 10/03/2008
ADV Location APPLETON, WI, United States
Contact Info 920 xxxxxxx
Websites
AUM* 22,165,985
of that, discretionary 22,165,985
Number of Employees 3 -25%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 213,134
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

30M 25M 21M 17M 13M 8M 4M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WIPFLI, LLP Filing Date07/21/2023 Form ADV-E View Report
Accounting Firm Name WIPFLI, LLP Filing Date04/10/2023 Form ADV-E View Report

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