Madison Lasalle Advisers LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
342901
Registered since
September 10, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Madison Lasalle Advisers LLC is a newly formed limited liability company that registered with the SEC in 2026 and positions itself as a capital allocator. The firm offers financial planning and portfolio management for individuals, small businesses and institutional entities, and it states that it will also perform selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not advertise pension consulting services. Its classification in the source data is unclassified.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jason Scheffler

    Jason Scheffler

    Managing Director, Operations and Chief Compliance OfficerCRD 6038372

Contacts

1 of 1
  • Erik Gould

    CRD 8306796

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
311 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth