| Total AUM | $1.17B |
| Discretionary | $1.11B95% of AUM |
| Non-Discretionary | $53.0M |
| Client Accounts | 2,256 |
| Avg Account Size | $517K |
| Employees | 21 |
| Peak AUM | $1.17BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +25.9% | +36.1% | +21.0% | |
| Discretionary AUM | |||||
| Total AUM | $1.17B |
| Discretionary | $1.11B |
| Employees | 21 |
| Client Accounts | 2256 |
| Client Range | 251-500 |
Address
790 NORTH WATER STREET
MILWAUKEE WI 53202
Phone
414-221-0081
Filing History
63 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
95.5% of AUM
Non-Discretionary
$53M
4.5% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago
Custody
No related registrations reported
| +16.1% /yrover 24 yrs · 63 filings |
Total AUM
$1.2B
| $1.1B |
| +28.2% |
| +34.2% |
| +20.0% |
| Non-Disc. AUM | $53M | 8.8% | +257.8% | +123.7% |
| Total Accounts | 2k | +20.5% | +14.8% | +10.4% |
| Avg Account Size | $517,285.185 | +4.5% | +18.5% | +9.7% |
| Employees | 21 | 0.0% | +30.7% | +17.8% |
| AUM / Employee | $56M | +25.9% | +4.1% | +2.7% |
Client AUM Segments | |||||
| Wealth AUM | $1.2B | +26.2% | +36.5% | +21.1% | |
| Institutional AUM | $6M | 7.3% | 4.5% | +12.9% | |
Client Count Segments | |||||
| HNW Clients | 314 | +7.2% | +0.7% | 0.5% | |
| Institutional | 6 | 0.0% | 0.0% | 5.4% | |
| Individuals | 356 | 0.0% | +24.5% | +18.8% | |