| Total AUM | $1.31B |
| Discretionary | $1.31B100% of AUM |
| Client Accounts | 937 |
| Avg Account Size | $1.4M |
| Employees | 9 |
| Peak AUM | $1.31BDec 2025 |
| AUM CAGR | +1.7% /yrover 25 yrs · 69 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +7.0% | +12.9% | +5.8% | |
| Discretionary AUM | |||||
| Total AUM | $1.31B |
| Discretionary | $1.31B |
| Employees | 9 |
| Client Accounts | 937 |
| Client Range | 11-25 |
Address
111 E. WISCONSIN AVE, SUITE 1310
MILWAUKEE WI 53202
Phone
414-278-7744
Filing History
69 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$1.3B
| $1.3B |
| +7.0% |
| +12.9% |
| +5.8% |
| Total Accounts | 937 | +5.5% | +3.5% | +4.9% |
| Avg Account Size | $1M | +1.4% | +9.0% | +0.8% |
| Employees | 9 | 0.0% | +3.8% | +5.2% |
| AUM / Employee | $146M | +7.0% | +8.8% | +0.6% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +9.1% | +14.6% | +6.7% | |
| Institutional AUM | $237M | 1.8% | +6.5% | +2.3% | |
Client Count Segments | |||||
| HNW Clients | 642 | +5.8% | +1.2% | — | |
| Institutional | 39 | +2.6% | +5.4% | 0.0% | |
| Individuals | 256 | +5.3% | +10.2% | 18.2% | |