Wisconsin Wealth Advisors LLC

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Wisconsin Wealth Advisors LLC
CRD #145946
SEC #801-133696
CIK #0002073891
AUM 157.6 M (2026-03-20)
Employees 3 (100% Investors, 67% Brokers)
Fees
Minimum
Phone608-837-9099
Address1777 West Main Street
Sun Prairie, WI 53590
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
16012896643202007201320202027
Fees and Compensation — Form ADV Part 2A (3/20/2026) [Brochure]
Item 5: Fees and Compensation
 Method of Compensation and Fee Schedule
 NWA bases its fees on a percentage of assets under management and hourly fees.
 ASSET MANAGEMENT and 401(k)/403(b) CONSULTING SERVICES
 The fees for these services will be based on a percentage of Assets Under Management as
 follows:
     Assets Under Management and                 Annual Fee               Quarterly Fee
             401(k)/403(b)
             Under $500,000                         $5,000                    $1,250
                     If assets are $500,000 or over the fees are as follows:
             First $1,000,000                       1.00%                      .25%
             Next $2,000,000                         .75%                    .1875%
             Next $2,000,000                         .60%                      .15%
            Above $5,000,000                         .50%                    .1250%
 This is a blended schedule, the portfolio management fee is calculated by applying different
 rates to different portions of the portfolio. Advisor may group certain related client accounts
 for the purposes of achieving the minimum account size and determining the annualized fee.
 The annual fee may be negotiable. Accounts within the same household may be combined for
 a reduced fee. Fees are billed quarterly in advance based on the amount of assets managed as
 of the close of business on the last day of the previous quarter. Quarterly advisory fees
 deducted from the clients' account by the custodian will be reflected in the client’s statement
 provided by the custodian. (Fees for 401(k)/403(b) consulting services will either be
 withdrawn from an account managed by NWA or billed directly to the client.) Lower fees for
 comparable services may be available from other sources. Clients may terminate their account
 within five (5) business days of signing the Investment Advisory Agreement for a full refund.
 Clients may terminate advisory services with thirty (30) days written notice. The Client will
 be entitled to a pro rata refund for the days service was not provided in the final quarter.

                                           Nora Wealth

Client shall be given thirty (30) days prior written notice of any increase in fees, and client will
acknowledge, in writing, any agreement of increase in said fees.
From time to time, NWA may also utilize the services of a sub-adviser to manage clients’
investment portfolios. NWA will enter into sub-advisor agreements with other registered
investment advisor firms. When using sub-advisors, the client will not pay additional fees.
The sub-advisors fees are included in the fees charged by NWA.
ERISA PLAN SERVICES
The annual fees are based on the market value of the Included Assets and will be according to
the following fee schedule:
     Assets Under Management and                 Annual Fee               Quarterly Fee
             401(k)/403(b)
            Under $500,000                         $5,000                    $1,250
                     If assets are $500,000 or over the fees are as follows:
             First $1,000,000                       1.00%                      .25%
             Next $2,000,000                         .75%                    .1875%
             Next $2,000,000                         .60%                      .15%
            Above $5,000,000                         .50%                    .1250%

This is a blended schedule. The portfolio management fee is calculated by applying different
rates to different portions of the portfolio. Advisor may group certain related client accounts
for the purposes of achieving the minimum account size and determining the annualized fee.
The annual fee may be negotiable. Accounts within the same household may be combined for
a reduced fee. Fees may be charged quarterly or monthly in arrears or in advance based on
the assets as calculated by the custodian or record keeper of the Included Assets (without
adjustments for anticipated withdrawals by Plan participants or other anticipated or
scheduled transfers or distribution of assets) on the last business day of the previous quarter.
If the services to be provided start any time other than the first day of a quarter, the fee will be
prorated based on the number of days remaining in the quarter. If this Agreement is
terminated prior to the end of the fee period, NWA shall be entitled to a prorated fee based on
the number of days during the fee period services were provided.

The fee schedule, which includes compensation of NWA for the services is described in detail
in Schedule A of the ERISA Plan Agreement. The Plan is obligated to pay the fees, however the
Plan Sponsor may elect to pay the fees. Client may elect to be billed directly or have fees
deducted from Plan Assets. NWA does not reasonably expect to receive any additional
compensation, directly or indirectly, for its services under this Agreement. If additional
compensation is received, NWA will disclose this compensation, the services rendered, and
the payer of compensation. NWA will offset the compensation against the fees agreed upon
under this Agreement.
FINANCIAL PLANNING AND CONSULTING SERVICES
Financial plans are priced according to the degree of complexity associated with the client’s
situation. Comprehensive Financial Planning Services are available to all clients for a flat fee
ranging from $1,800 to $6,500 depending on the client’s unique situation and the specific
services required. Limited Scope Financial Planning Services are available to all clients on an
hourly basis of $250 per hour. The hourly financial planning fee is not negotiable.

                                            Nora Wealth

Prior to the planning process the client is provided an estimated plan fee. The payments are
payable ½ upon signing the Agreement and ½ upon delivery of the plan. Client may cancel
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/20/2026) [Brochure]
Item 7: Types of Clients
 Description
 NWA generally provides investment advice to individuals, high net worth individuals, pension
 and profit-sharing plans, trusts and businesses.
 Client relationships vary in scope and length of service.
 Account Minimums
 NWA requires a minimum of $250,000 to open an account.
Sector Form 13F Holdings Value ($M)
Applied Materials Inc /DE 4.9
Broadcom Inc 3.9
Nvidia Corp 3.7
SPDR Gold Trust 2.8
Apple Inc 2.4
Amazon Com Inc 2.4
Microsoft Corp 2.1
CrowdStrike Holdings Inc 1.9
Wal Mart Stores Inc 1.8
Fortinet Inc 1.4
View All
Holdings by Sector ($M)
1209672482402023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 262 98.0
(b) Individuals (high net worth individuals) 22 56.3
(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 2.6
(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 0 0.0
(n) Other 3 0.7
Total 290 157.6
By Discretionary
Discretionary 286 154.7
Non-Discretionary 4 2.9
Total 290 157.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 157.6
Total 290 157.6
EDGAR Form CIK 2011 - 2026
13F-HR [0002073891]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients1
ServesRetail
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