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RIAs in Pewaukee, Wisconsin

Explore 3 RIAs headquartered in Pewaukee, with $1.1B in combined reported AUM.

RIAs3Headquartered here
Total AUM$1.1BReported regulatory AUM
Total Employees20Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported

All RIAs in Pewaukee

3 RIAs
Showing 1–3 of 3 RIAs

Shakespeare Wealth Management, LLC

PEWAUKEE, WI
Reported AUM$641.9M
Employees9
57.3% of city AUMView RIA ↗

Fortress Planning Group

PEWAUKEE, WI
Reported AUM$345.3M
Employees6
30.8% of city AUMView RIA ↗

Lasalle Investment Advisors, Inc.

PEWAUKEE, WI
Reported AUM$133.6M
Employees5
11.9% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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