SUN PRAIRIE, WICRD 145946Latest ADV March 20, 2026
Wisconsin Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sun Prairie, WI. Its latest Form ADV filing, dated March 20, 2026, reports $158M in regulatory assets under management, 3 employees, 1 office, and 290 accounts.
Assets Under Management
$158M
Employees
3
Offices
1 office
Total Clients
290
Primary office
SUN PRAIRIE, WI
1777 WEST MAIN STREET, SUITE 203, SUN PRAIRIE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
262
2
HNWI
7.6%
22
3
Charitable
1.0%
3
4
ONE IS A 501(C)(3) ORGANIZATION 457 PLAN, THE OTHER IS A 501(C)(3) ORGANIZATION 401K PLAN.
1.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 20, 2026
Discretionary98.1%
$155M
98% of total RAUM98.1%
Non-discretionary1.9%
$3M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$158M
Total Accounts290
10Y AUM Change+$43M (+38.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee97:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.