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MCKINLEY MONEY, LLC
CRD 145571File 801-132140
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$163.7M
Bottom 25% of cohort (national)
Discretionary AUM
$146.6M
Non-discretionary $17.2M
Clients
162
574 accounts
Employees
3
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 10, 2025
- Principal office
- N3579 1010TH ST, EAU-CLAIRE, WI, 54703
- Phone
- (715) 835-2732
- Website
- http://www.wpr.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $163.7M
- Discretionary AUM
- $146.6M
- Non-discretionary AUM
- $17.2M
- Discretionary accounts
- 518
- Non-discretionary accounts
- 56
- Total accounts
- 574
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 78 | $112.6M |
| Individuals (other than high net worth individuals) | 84 | $51.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.