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| Keyboard |
| Landaas & Company LLC
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|---|---|
| CRD # | 47487 |
| SEC # | 801-45055 |
| CIK # | |
| AUM | 1,926.6 M (2026-03-30) |
| Employees | 27 (78% Investors, 81% Brokers) |
| Phone | 414-223-1099 |
| Address | 411 E Wisconsin Ave Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,183 | 490.4 |
| (b) Individuals (high net worth individuals) | 617 | 1,426.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 9.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,098 | 1,926.6 |
| By Discretionary | ||
| Discretionary | 4,045 | 1,898.2 |
| Non-Discretionary | 53 | 28.4 |
| Total | 4,098 | 1,926.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,924.3 | |
| Total | 4,098 | 1,926.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
Falcon Wealth Planning Inc
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|
Novare Capital Management
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