Wisconsin Wealth Advisors, LLC

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Assets Under Management

$114.2M

Number of Clients

254

Number of Advisors

Average Client AUM

$450K

AUM per Advisor

$38.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Wisconsin Wealth Advisors provides discretionary and non-discretionary asset management services, determining investment strategies based on client goals and risk tolerance. They also offer consulting services covering financial goals, net worth, cash flow, retirement strategy, tax planning, and estate review. ERISA plan services are also offered.

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Location

1777 West Main Street, Suite 203, Sun Prairie, WI, 53590

3 Advisors at this firm

Chris Allen Swenson

CFP