# WISCONSIN WEALTH ADVISORS, LLC

WISCONSIN WEALTH ADVISORS, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wisconsin-wealth-advisors-llc

## Regulatory record

- **CRD number:** 145946
- **SEC file number:** 801-133696
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145946

## About

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.

## 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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Last updated: 2026-07-06T01:24:28.999Z

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