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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,...
Overview
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. WISCONSIN WEALTH ADVISORS, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-01, it reported 3 employees; 293 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
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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