Walleye Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated February 11, 2026, reports $277M in regulatory assets under management, 5 employees, and 363 accounts.
Assets Under Management
$277M
Employees
5
Offices
--
Total Clients
93
Primary office
MADISON, WI
551 W MAIN STREET, SUITE 200, MADISON, WI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.8% of total clients.
Top client categories% of clientsClients
1
HNWI
54.8%
51
2
Individuals
45.2%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$277Mas of February 11, 2026
Discretionary91.4%
$253M
91% of total RAUM91.4%
Non-discretionary8.6%
$24M
9% of total RAUM8.6%
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$277M
Total Accounts363
10Y AUM Change+$277M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee19:1
10Y Employee Change+4 (+400.0%)
* 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.