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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wisconsin Wealth Advisors LLC
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| CRD # | 145946 |
| SEC # | 801-133696 |
| CIK # | 0002073891 |
| AUM | $114.2 M (2025-07-01) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 608-837-9099 |
| Address | 1777 West Main Street Sun Prairie, WI 53590 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 3.7 | ||
| Broadcom Inc | 3.6 | ||
| Nvidia Corp | 3.1 | ||
| Microsoft Corp | 2.5 | ||
| Amazon Com Inc | 2.2 | ||
| Apple Inc | 1.8 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Palantir Technologies Inc | 1.7 | ||
| Applied Materials Inc /DE | 1.5 | ||
| ARK 21Shares Bitcoin ETF | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 71.0 |
| (b) Individuals (high net worth individuals) | 22 | 40.4 |
| (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 | 2.2 |
| (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 | 0.5 |
| Total | 581 | 114.2 |
| By Discretionary | ||
| Discretionary | 573 | 111.7 |
| Non-Discretionary | 8 | 2.5 |
| Total | 581 | 114.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.2 | |
| Total | 581 | 114.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002073891] |
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