Wacker & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jackson, MN. Its latest Form ADV filing, dated April 13, 2026, reports $180M in regulatory assets under management, 4 employees, 1 office, and 421 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
133
2
HNWI
21.3%
39
3
Pension Plans
2.2%
4
4
Corporations
2.2%
4
5
Charitable
1.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of April 13, 2026
Discretionary44.8%
$81M
45% of total RAUM44.8%
Non-discretionary55.2%
$100M
55% of total RAUM55.2%
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.
Total AUM$180M
Total Accounts421
10Y AUM Change+$38M (+27.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
10Y Employee Change+1 (+33.3%)
* 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.