WISCONSIN WEALTH ADVISORS, LLC

WISCONSIN WEALTH ADVISORS, LLC of SUN PRAIRIE, WI is an SEC-registered investment adviser (CRD 145946). Regulatory assets under management: $157.6M.

Registration

• CRD: 145946
• SEC file number: 801-133696
• Type: Registered investment adviser
• Location: 1777 WEST MAIN STREET, SUN PRAIRIE, WI, 53590
• Phone: 608-837-9099
• Latest filing: 2026-03-20
• Regulatory AUM: $157.6M
• Discretionary AUM: $154.7M
• Non-discretionary AUM: $2.9M
• Clients: 3
• Accounts: 290

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145946 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search