| Total AUM | $582.2M |
| Discretionary | $447.5M77% of AUM |
| Non-Discretionary | $134.7M |
| Client Accounts | 261 |
| Avg Account Size | $2.2M |
| Employees | 9 |
| Peak AUM | $582.2MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $582M | +10.6% | +8.7% | +9.8% | |
| Discretionary AUM | |||||
| Total AUM | $582.2M |
| Discretionary | $447.5M |
| Employees | 9 |
| Client Accounts | 261 |
| Client Range | 101-250 |
Address
W134 N8688 EXECUTIVE PARKWAY
MENOMONEE FALLS WI 53051
Phone
262-255-4100
Filing History
55 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$447M
76.9% of AUM
Non-Discretionary
$135M
23.1% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Custody
Total AUM
$582M
| $447M |
| +9.3% |
| +5.9% |
| +6.4% |
| Non-Disc. AUM | $135M | +15.1% | +21.9% | +28.7% |
| Total Accounts | 261 | +12.0% | +8.4% | +9.1% |
| Avg Account Size | $2M | 1.3% | +0.3% | +0.6% |
| Employees | 9 | +12.5% | +10.7% | +8.4% |
| AUM / Employee | $65M | 1.7% | 1.8% | +1.2% |
Client AUM Segments | |||||
| Wealth AUM | $582M | +10.6% | +9.0% | +10.0% | |
| Institutional AUM | $551,982 | +6.5% | 41.2% | 33.8% | |
Client Count Segments | |||||
| HNW Clients | 108 | +16.1% | +9.5% | +10.7% | |
| Institutional | 1 | 0.0% | 15.9% | 12.9% | |
| Individuals | 153 | +10.1% | +8.1% | +8.4% | |