WIARA INVESTMENT MANAGEMENT, LLC

WIARA INVESTMENT MANAGEMENT, LLC of MENASHA, WI is an SEC-registered investment adviser (CRD 151324). Regulatory assets under management: $2.3M.

Registration

• CRD: 151324
• Type: Registered investment adviser
• Location: 806 VALLEY ROAD, SUITE 14, MENASHA, WI, 54952
• Phone: 920-733-5200
• Latest filing: 2026-03-31
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Non-discretionary AUM: $36K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151324 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search