|
⚲
|
| Wacker & Associates Inc
✚
|
|
|---|---|
| CRD # | 159879 |
| SEC # | 801-132015 |
| CIK # | |
| AUM | $180.2 M (2026-04-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 507-847-3886 |
| Address | 208 Sherman Street Jackson, MN 56143 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 42.9 |
| (b) Individuals (high net worth individuals) | 39 | 52.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 72.4 |
| (h) Charitable organizations | 3 | 7.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 180.2 |
| By Discretionary | ||
| Discretionary | 322 | 80.6 |
| Non-Discretionary | 99 | 99.5 |
| Total | 421 | 180.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.2 | |
| Total | 421 | 180.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horowitz & Company Inc
✚
|
FL | 0.2 |
|
Allegiance Financial Group Inc
✚
|
ME | 0.2 |
|
Pereon Wealth LLC
✚
|
0.2 | |
|
Broad Reach Capital LLC
✚
|
NC | 0.2 |
|
Hall Capital LLC
✚
|
CA | 0.2 |
|
Kestrel Investment Management Corp
✚
|
CA | 0.2 |
|
C2C Wealth Management LLC
✚
|
AZ | 0.2 |
|
Stirlingshire RIA LLC
✚
|
NY | 0.2 |
|
Bey-Douglas LLC
✚
|
GA | 0.2 |
|
Winter & Associates Inc
✚
|
MN | 0.2 |