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Building 2WISCONSIN WEALTH ADVISORS, LLC

Map pinSUN PRAIRIE, WI
Phone608-837-9099
NotebookSEC #801-68648
Total AUM
$53.4M
Employees
4
Clients
0

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-5PM
Monday - Friday
Phone
608-837-9099

ReceiptFinancials

Total AUM
$53.4M
Accounts
176
Discretionary
$53.3M
Accounts
175
Non-Discretionary
$103.1K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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