MAGIS PRIVATE WEALTH MANAGEMENT, LLC

MAGIS PRIVATE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 127889). Regulatory assets under management: $2.2M.

Registration

• CRD: 127889
• Type: Registered investment adviser
• Phone: 414-559-0729
• Latest filing: 2026-03-30
• Regulatory AUM: $2.2M
• Discretionary AUM: $2.2M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search