# Operose Advisors

Operose Advisors is a Bank / Wealth / Trust based in Milwaukee, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Milwaukee, United States
- **Region:** North America
- **Address:** Milwaukee, WI, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** operoseadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/operose-partners

## Regulatory record

- **CRD number:** 287465
- **SEC file number:** 801-118313
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287465

## About

Operose Advisors is an SEC-registered investment adviser in Milwaukee, WI, registered since 2020. The firm manages $2.0 billion in assets, with $1.5 billion on a discretionary basis. Operose Advisors has 20 employees and 11 investment advisers.

## Questions

### Who runs investment decisions at Operose Advisors?

Operose Advisors has not publicly disclosed its principals, CIO, or investment committee structure. The firm operates with low public visibility, which is common among regional wealth managers that serve a concentrated, long-tenured client base and do not market broadly to national allocators.

### What is Operose Advisors' known posture on co-investments alongside external managers?

Operose has not publicly articulated a co-investment policy. Regional wealth managers of similar profile often participate in co-investment opportunities sourced through local banking networks and private-club relationships, but the firm's discretion and thin public record leave its specific approach unconfirmed.

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Last updated: 2026-06-03T20:00:00.000Z

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