| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 03/08/2010 |
| ADV Location | MADISON, MS, United States |
| Contact Info | 769 xxxxxxx |
| Websites |
| AUM* | 368,442,604 11% |
| of that, discretionary | 368,442,604 11% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,788,556 18% |
| % High Net Worth | 52.13% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WIPFLI LLP | Filing Date06/02/2025 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI LLP | Filing Date08/16/2024 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI LLP | Filing Date07/10/2023 | Form ADV-E View Report |