# Ellenbecker Investment Group

Ellenbecker Investment Group is a Multi Family Office based in Waukesha, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Waukesha, United States
- **Region:** North America
- **Address:** Wauwatosa, WI, United States
- **Assets under management:** Undisclosed
- **Website:** ellenbeckerinvestmentgroup.com
- **LinkedIn:** https://www.linkedin.com/company/ellenbecker-investment-group

## Regulatory record

- **CRD number:** 173851
- **SEC file number:** 801-80600
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173851

## About

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.

## Sectors

- Financial Services
- Wealth Management
- Private Wealth
- Retirement Planning

## People

- Jim Ellenbecker — Founder & CEO
- Andy Ellenbecker — President
- Robert Ellenbecker — Senior Vice President

## 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.

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Last updated: 2026-07-06T01:24:15.921Z

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