JANCO WEALTH MANAGEMENT

JANCO WEALTH MANAGEMENT of MEQUON, WI is an SEC-registered investment adviser (CRD 108491). Regulatory assets under management: $42.5M.

Registration

• CRD: 108491
• SEC file number: 801-57417
• Type: Registered investment adviser
• Location: 1200 WEST SIERRA LANE, MEQUON, WI, 53092
• Phone: 414 273 8373
• Latest filing: 2026-01-19
• Regulatory AUM: $42.5M
• Discretionary AUM: $8.2M
• Non-discretionary AUM: $34.3M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 108491 on SEC IAPD (source of record)
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