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WISCONSIN WEALTH ADVISORS, LLC
Wisconsin Wealth Advisors, LLC is an SEC-registered investment adviser in Sun Prairie, WI, registered since 2025. The firm manages $158 million in assets, $155...
WISCONSIN WEALTH ADVISORS, LLC
Wisconsin Wealth Advisors, LLC is an SEC-registered investment adviser in Sun Prairie, WI, registered since 2025. The firm manages $158 million in assets, $155 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
Who runs investment decisions at WISCONSIN WEALTH ADVISORS, LLC?
Public sources do not name specific principals or investment committee members for the firm. As a registered investment advisor, investment decisions are managed by a dedicated team, though individual names are not disclosed in public filings or the firm's marketing materials.
Does the firm disclose its assets under management?
No. WISCONSIN WEALTH ADVISORS, LLC does not publicly disclose its AUM. The figure is classified as Undisclosed in public records.
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