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WISCONSIN WEALTH ADVISORS, LLC
CRD 145946File 801-133696
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$157.6M
Bottom 25% of cohort (national)
Discretionary AUM
$154.7M
Non-discretionary $2.9M
Clients
287
290 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
- Jun 18, 2025
- Principal office
- 1777 WEST MAIN STREET, SUITE 203, SUN PRAIRIE, WI, 53590
- Phone
- 608-837-9099
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $157.6M
- Discretionary AUM
- $154.7M
- Non-discretionary AUM
- $2.9M
- Discretionary accounts
- 286
- Non-discretionary accounts
- 4
- Total accounts
- 290
- AUM per client
- $549K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $2.6M |
| High net worth individuals | 22 | $56.3M |
| Individuals (other than high net worth individuals) | 262 | $98.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 17, 2026 | Clients | 290 | 287 |
| 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.