WISMED FINANCIAL, INC.

WISMED FINANCIAL, INC. of FITCHBURG, WI is an SEC-registered investment adviser (CRD 310946). Regulatory assets under management: $82.5M.

Registration

• CRD: 310946
• Type: Registered investment adviser
• Location: 2920 MARKETPLACE DR., FITCHBURG, WI, 53719
• Phone: 608-442-3750
• Latest filing: 2026-03-11
• Regulatory AUM: $82.5M
• Discretionary AUM: $82.5M
• Clients: 1
• Accounts: 269

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 310946 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search