DBA: ELLENBECKER INVESTMENT GROUP
| Total AUM | $2.06B |
| Discretionary | $2.06B100% of AUM |
| Non-Discretionary | $2.0M |
| Client Accounts | 2,287 |
| Avg Account Size | $902K |
| Employees | 51 |
| Peak AUM | $2.06BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +19.1% | +18.1% | +12.7% | |
| Discretionary AUM | |||||
| Total AUM | $2.06B |
| Discretionary | $2.06B |
| Employees | 51 |
| Client Accounts | 2287 |
| Client Range | 101-250 |
Address
N21 W23350 RIDGEVIEW PARKWAY
WAUKESHA WI 53188
Phone
262-691-3200
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.1B
99.9% of AUM
Non-Discretionary
$2M
0.1% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Total AUM
$2.1B
| $2.1B |
| +19.1% |
| +18.4% |
| +13.1% |
| Non-Disc. AUM | $2M | +170.5% | 42.0% | 36.2% |
| Total Accounts | 2k | +6.3% | +5.3% | 16.3% |
| Avg Account Size | $901,918.913 | +12.1% | +12.2% | +34.7% |
| Employees | 51 | +21.4% | +14.5% | +10.3% |
| AUM / Employee | $40M | 1.9% | +3.2% | +2.2% |
Client AUM Segments | |||||
| Wealth AUM | $2.1B | +19.1% | +18.1% | +12.7% | |
| Institutional AUM | $5M | +18.5% | +63.6% | — | |
Client Count Segments | |||||
| HNW Clients | 2k | +1.9% | +1.5% | +4.0% | |
| Institutional | 6 | 25.0% | 18.3% | — | |
| Individuals | 684 | +17.7% | +19.5% | +12.7% | |