Etf Model Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Appleton, WI. Its latest Form ADV filing, dated March 31, 2026, reports $18M in regulatory assets under management, 14 employees, 1 office, and 220 accounts.
Assets Under Management
$18M
Employees
14
Offices
1 office
Total Clients
108
Primary office
APPLETON, WI
W6272 COMMUNICATION COURT, APPLETON, WI, United States
Top client segmentIndividuals represent 86.1% of total clients.
Top client categories% of clientsClients
1
Individuals
86.1%
93
2
HNWI
11.1%
12
3
Pension Plans
1.9%
2
4
Other Advisers
0.9%
1
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$18Mas of March 31, 2026
Discretionary100.0%
$18M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$18M
Total Accounts220
10Y AUM Change+$12M (+222.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee8:1
10Y Employee Change+9 (+180.0%)
* 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.