Wisconsin Wealth Advisors, LLC
Wisconsin Wealth Advisors, LLC is an SEC-registered mass-market adviser in Sun Prairie, WI with $157.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wisconsin Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145946, SEC 801-133696, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $157.6M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Sun Prairie, WI
- Employees
- 3
- Clients
- 290
- CRD
- 145946
- Ownership
- BALDING, TERRY, ALLEN; SWENSON, CHRIS, ALLEN
How much AUM does Wisconsin Wealth Advisors, LLC have?
Wisconsin Wealth Advisors, LLC reported $157.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Wisconsin Wealth Advisors, LLC?
Disclosed owners and executives of Wisconsin Wealth Advisors, LLC include BALDING, TERRY, ALLEN, SWENSON, CHRIS, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.