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WISCONSIN WEALTH ADVISORS, LLC
CRD 145946 · SEC 801-133696
1777 WEST MAIN STREET, SUITE 203, SUN PRAIRIE, WI, 53590, United States
Phone
608-837-9099
Fax
608-825-6468
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.6M
Discretionary AUM
$154.7M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ERISA 3(21) SERVICES/CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 262 | $98.0M |
| High net worth individuals | 22 | $56.3M |
| Charitable organizations | 3 | $2.6M |
States served
WI, TX
All web addresses on file
Official SEC filing: View on IAPD