Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Pewaukee, WI, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$205,000,000.00
Gross Revenue
$1,900,000.00
# of Accounts
400
Avg Client Age
55
Overview

We are an SEC Registered Fee-Only wealth management firm catering to HNW individuals throughout Southeastern Wisconsin and beyond. We are growing organically, but could function as a succession plan for firms with a similar culture and values or an adviser looking to move from a broker-dealer to an RIA.

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