ETF MODEL SOLUTIONS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $18.1M |
| Discretionary | $18.1M100% of AUM |
| Client Accounts | 220 |
| Avg Account Size | $82K |
| Employees | 14 |
| Peak AUM | $18.1MMar 2026 |
AUM by Client Type
Total AUM
$18M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $18M | +7.7% | +13.0% | +8.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $18.1M |
| Discretionary | $18.1M |
| Employees | 14 |
| Client Accounts | 220 |
| Client Range | 0 |
Contact & Location
Address
W6272 COMMUNICATION COURT
APPLETON WI 54914-8531
Phone
920-785-6010
Filing History
29 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$18M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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