Landaas & Company is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 30, 2026, reports $1.9B in regulatory assets under management, 27 employees, and 4,098 accounts.
Assets Under Management
$1.9B
Employees
27
Offices
--
Total Clients
1,804
Primary office
MILWAUKEE, WI
411 E WISCONSIN AVE, 20TH FLOOR, MILWAUKEE, WI, United States
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
1,183
2
HNWI
34.2%
617
3
Charitable
0.2%
3
4
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 30, 2026
Discretionary98.5%
$1.9B
99% of total RAUM98.5%
Non-discretionary1.5%
$28M
1% of total RAUM1.5%
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$1.9B
Total Accounts4,098
10Y AUM Change+$1.1B (+138.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee67:1
10Y Employee Change+7 (+35.0%)
* 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.