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Building 2ELEVATED PRIVATE WEALTH

Map pin
Phone715-797-3358
NotebookSEC #801-132241
Total AUM
$122.7M
Employees
4
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
715-797-3358
Other Offices
4

ReceiptFinancials

Total AUM
$122.7M
Accounts
361
Discretionary
$120.8M
Accounts
355
Non-Discretionary
$1.9M
Accounts
6

ContactClients

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Individual Clients
72
AUM
$23M
HNW Individual Clients
40
AUM
$99.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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