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WIPFLI FINANCIAL ADVISORS, LLC
MILWAUKEE, WI
414-431-9300
SEC #801-56865Total AUM
$5.1B
Employees
118Clients
2,826Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10000 INNOVATION DRIVE
SUITE 250
MILWAUKEE
WI 53226
United States
SUITE 250
MILWAUKEE
WI 53226
United States
Operating Hours
8:00 AM TO 5:00 PM CENTRAL STANDARD TIME
Monday - Friday
Monday - Friday
Phone
414-431-9300
Other Offices
19
Financials
Total AUM
$5.1B
Accounts
9,010Discretionary
$4.7B
Accounts
8,887Non-Discretionary
$413.9M
Accounts
123
Clients
Individual Clients
1,723AUM
$614.3M
HNW Individual Clients
853AUM
$2.9B
Pension/Profit Sharing Plan Clients
204AUM
$1.3B
Charitable Organization Clients
12AUM
$45.4M
Corporation or Business Clients
33AUM
$216.3M
Other Clients
1AUM
$8.7M
Description of Other Clients
A UNIVERSITY ALUMNI ASSOCIATION
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZCACODEFLGAIAILINLAMDMIMNMOMSMTNCNENHNJNVNYOHORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.