# CLIFTON GUNDERSON WEALTH ADVISORS LLC

CLIFTON GUNDERSON WEALTH ADVISORS LLC of MIDDLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 111297
- Type: SEC-registered investment adviser
- SEC file number: 801-58266
- Location: 8215 GREENWAY BLVD., SUITE 600, MIDDLETON, WI, 53562
- Phone: 608.662.8600
- Latest filing: 2012-02-28
- Regulatory AUM: $847.8M
- Discretionary AUM: $847.8M
- Clients: 11
- Accounts: 2,241

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| BRUCE VERNON | CHIEF COMPLIANCE OFFICER | EDINBURGH, X0 |
| Bruce Anthony Vernon | CHIEF COMPLIANCE OFFICER | Edinburgh, X0 |
| BRUCE JONATHAN VERNON | CHIEF COMPLIANCE OFFICER | EDINBURGH, X0 |
| BAILEY DAVID EUGENE | TREASURER | — |
| GEORGE CARL RAY | SECRETARY | — |
| MATHERS ROBERT ALAN | CEO, CHIEF COMPLIANCE OFFICER, CLO, COO; CEO, CLO, CCO, COO; CEO, CLO, COO | — |
| BAILEY DAVID E | CFO, COO | — |
| BEKASOV GENNADY | CHIEF COMPLIANCE OFFICER | — |
| GOLDENSON RICHARD HARRY | CHAIRMAN | — |
| MEINDL STEPHEN ROBERT | DIRECTOR | — |
| PETRI WILLIAM A | CHAIRMAN | — |
| FORD ANITA MARIE | SECRETARY | — |
| MUELLER BRADLEY J | PRESIDENT/CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111297/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111297/similar
- Related entities: https://search.stillhousedata.com/firm/111297/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111297

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.