MYFAMILYCFO, INC.

MYFAMILYCFO, INC. of WAUSAU, WI is an SEC-registered investment adviser (CRD 159400).

Registration

• CRD: 159400
• Type: Registered investment adviser
• Location: 500 N. 3RD STREET, SUITE 208-6, WAUSAU, WI, 54403-4800
• Phone: 715-241-6763
• Latest filing: 2026-03-31
• Clients: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159400 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search