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Ellenbecker Investment Group
ELLENBECKER INVESTMENT GROUP is an SEC-registered investment adviser in Waukesha, WI, registered since 2014. The firm manages $2.1 billion in assets.
Ellenbecker Investment Group
ELLENBECKER INVESTMENT GROUP is an SEC-registered investment adviser in Waukesha, WI, registered since 2014. The firm manages $2.1 billion in assets. It has 51 employees and 13 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Waukesha
Corporate office
Wauwatosa, WI, United States
Principals
Jim Ellenbecker
Founder & CEO
Andy Ellenbecker
President
Robert Ellenbecker
Senior Vice President
Sector focus
Frequently asked questions
How does Ellenbecker Investment Group source its client base?
The firm sources clients primarily through local referrals, relationships with CPAs and estate attorneys, and community presence in the Midwest. Its family-run structure has built trust in the Wauwatosa area over many years, with client acquisition centered on high-net-worth families seeking personalized planning.
Does Ellenbecker Investment Group participate in fund commitments or only direct deals?
The firm primarily constructs portfolios using managed accounts, ETFs, and mutual funds, rather than making direct fund commitments or operating a proprietary deal structure. It also advises on direct investments in real estate and business assets as part of comprehensive financial plans.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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