WULLSCHLEGER GROUP

WULLSCHLEGER GROUP of MADISON, WI is an SEC-registered investment adviser (CRD 326769). Regulatory assets under management: $8.1M.

Registration

• CRD: 326769
• Type: Registered investment adviser
• Location: 525 JUNCTION ROAD, STE 6500, MADISON, WI, 53717
• Phone: 608-514-5328
• Latest filing: 2026-01-20
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 2
• Accounts: 40

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326769 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search