LANDAAS & COMPANY

Legal name: LANDAAS & COMPANY, LLC

CRD 47487File 801-45055

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 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

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://twitter.com/_Money_Talk

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, 5G

Compensation

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
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.