| Total AUM | $775.2M |
| Discretionary | $775.2M100% of AUM |
| Client Accounts | 8,863 |
| Avg Account Size | $87K |
| Employees | 122 |
| Peak AUM | $775.2MMar 2026 |
Total AUM
$775M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $775M | +9.5% | +9.4% | +9.1% | |
| Discretionary AUM | $775M | ||||
| Total AUM | $775.2M |
| Discretionary | $775.2M |
| Employees | 122 |
| Client Accounts | 8863 |
| Client Range | 1-10 |
Address
N14 W23833 STONE RIDGE DR - SUITE 350
WAUKESHA WI 53188
Phone
262-650-1030
Filing History
61 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$775M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +9.5% |
| +9.4% |
| +9.1% |
| Total Accounts | 9k | +17.1% | +11.8% | +9.7% |
| Avg Account Size | $87,459.274 | 6.5% | 2.1% | 0.5% |
| Employees | 122 | +19.6% | +1.4% | +0.9% |
| AUM / Employee | $6M | 8.5% | +7.9% | +8.2% |
Client AUM Segments | |||||
| Wealth AUM | $767M | +13.2% | +11.1% | +10.5% | |
| Institutional AUM | $8M | 72.8% | 35.9% | 25.5% | |
Client Count Segments | |||||
| HNW Clients | 4k | 4.3% | 16.6% | 8.2% | |
| Institutional | 33 | 34.0% | +4.4% | +3.4% | |
| Individuals | 128 | +50.6% | — | +28.7% | |