Adviser Profile
| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 07/24/2024 |
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| Former registrations | |
| ADV Location | MADISON, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 137,877,247 21% |
| of that, discretionary | 120,768,952 22% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 783,393 8% |
| % High Net Worth | 18.75% 41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
121M
104M
86M
69M
52M
35M
17M
2024
2025
2026
Private Funds
No private funds