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| Wisconsin Wealth Advisors LLC
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|---|---|
| CRD # | 145946 |
| SEC # | 801-133696 |
| CIK # | 0002073891 |
| AUM | $157.6 M (2026-03-20) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 608-837-9099 |
| Address | 1777 West Main Street Sun Prairie, WI 53590 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002073891 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 4.9 | ||
| Broadcom Inc | 3.9 | ||
| Nvidia Corp | 3.7 | ||
| SPDR Gold Trust | 2.8 | ||
| Apple Inc | 2.4 | ||
| Amazon Com Inc | 2.4 | ||
| Microsoft Corp | 2.1 | ||
| CrowdStrike Holdings Inc | 1.9 | ||
| Wal Mart Stores Inc | 1.8 | ||
| Fortinet Inc | 1.4 | ||
| Tesla Motors Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
Gilbert Capital Group Inc
✚
|
0.2 | |
|
Integral Financial Planning LLC
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|
0.2 | |
|
Harold W Dance Inc
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UT | 0.2 |
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Clarus Group LLC
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NY | 0.2 |
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Jack V Butterfield Investment Company
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MI | 0.2 |
|
Copia Wealth Management LLC
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OR | 0.2 |
|
Peck Wealth Management LLC
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|
0.2 | |
|
Delphinus Financial Advisors LLC
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|
MA | 0.2 |
|
Davenport Watts & Drake Investment Advisors LLC
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|
MS | 0.2 |
|
Ppsgrp LLC
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NY | 0.2 |