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Building 2WISCONSIN WEALTH ADVISORS, LLC

Map pinSUN PRAIRIE, WI
Phone608-837-9099
NotebookSEC #801-133696
Total AUM
$157.6M
Employees
3
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1777 WEST MAIN STREET
SUITE 203
SUN PRAIRIE
WI 53590
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
608-837-9099
Other Offices
1

ReceiptFinancials

Total AUM
$157.6M
Accounts
290
Discretionary
$154.7M
Accounts
286
Non-Discretionary
$2.9M
Accounts
4

ContactClients

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Individual Clients
262
AUM
$98M
HNW Individual Clients
22
AUM
$56.3M
Charitable Organization Clients
3
AUM
$2.6M
Other Clients
3
AUM
$685K
Description of Other Clients
ONE IS A 501(C)(3) ORGANIZATION 457 PLAN, THE OTHER IS A 501(C)(3) ORGANIZATION 401K PLAN.

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ERISA 3(21) SERVICES/CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

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

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