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LANDAAS & COMPANY
Legal name: LANDAAS & COMPANY, LLC
CRD 47487File 801-45055
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.93B
Top 25% of cohort (national)
Discretionary AUM
$1.90B
Non-discretionary $28.4M
Clients
1,804
4,098 accounts
Employees
27
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 25, 1993
- Principal office
- 411 E WISCONSIN AVE, 20TH FLOOR, MILWAUKEE, WI, 53202
- Phone
- 414-223-1099
- Website
- HTTPS://WWW.LANDAAS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.93B
- Discretionary AUM
- $1.90B
- Non-discretionary AUM
- $28.4M
- Discretionary accounts
- 4,045
- Non-discretionary accounts
- 53
- Total accounts
- 4,098
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $612K |
| Charitable organizations | Fewer than 5 | $9.4M |
| High net worth individuals | 617 | $1.43B |
| Individuals (other than high net worth individuals) | 1,183 | $490.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 27 | increased by2 |
| Apr 1, 2026 | Clients | 1,771 | 1,804 | increased by33 |
| Apr 1, 2026 | AUM | $1,724,224,069 | $1,926,588,387 | increased by$202,364,318 |
| Apr 1, 2026 | Accounts | 4,030 | 4,098 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 25 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,768 | 1,771 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,672,284,386 | $1,724,224,069 | increased by$51,939,683 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,990 | 4,030 | increased by40 |
| Apr 1, 2022 | Employees | 32 | 31 | decreased by1 |
| Apr 1, 2022 | Clients | 1,611 | 1,768 | increased by157 |
| Apr 1, 2022 | AUM | $1,399,244,174 | $1,672,284,386 | increased by$273,040,212 |
| Apr 1, 2022 | Accounts | 3,569 | 3,990 | increased by421 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LANDAAS COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LANDAAS COMPANY” may also match similarly-named firms). Confirm identity against each filing.
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.