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WACKER & ASSOCIATES, INC.
CRD 159879File 801-132015
APPROVED
Retail clients
Disclosure events
Filing as of Apr 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$180.2M
Bottom 25% of cohort (national)
Discretionary AUM
$80.6M
Non-discretionary $99.5M
Clients
183
421 accounts
Employees
4
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 21, 2025
- Principal office
- 208 SHERMAN STREET, JACKSON, MN, 56143
- Phone
- 507-847-3886
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $180.2M
- Discretionary AUM
- $80.6M
- Non-discretionary AUM
- $99.5M
- Discretionary accounts
- 322
- Non-discretionary accounts
- 99
- Total accounts
- 421
- AUM per client
- $985K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $4.6M |
| Charitable organizations | 3 | $7.4M |
| High net worth individuals | 39 | $52.9M |
| Pension and profit sharing plans | 4 | $72.4M |
| Individuals (other than high net worth individuals) | 133 | $42.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11- Q11
- Q11E1
- Q11E4
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.