Operose Advisors LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 287465
- Registered since
- March 30, 2020
- Website
- www.operoseadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.89%
- Charitable Organizations13.55%
- Corporations / Businesses5.38%
- Other5.25%
- Individuals1.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Operose Advisors LLC is an independent, SEC-registered RIA that began reporting in 2020 and operates as a limited liability company. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning and portfolio management across individual households, small businesses, pooled investment vehicles and institutions. Its service model includes selection of third‑party advisers and it also serves as an accountant/sponsor, general partner and managing member for pooled vehicles. Operose charges a mix of percentage‑of‑AUM fees and fixed fees and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Private Funds15%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
- US Government Bonds3%
Owners & executives
1 of 1
Caroline Jankowski
Partner & Chief Compliance OfficerCRD 4944790
Contacts
3 of 14
Christopher Evers
DirectorCRD 6387880
Patrick Weyer
DirectorCRD 6741217
Michael Shone
DirectorCRD 732323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$442M in ETFs
85%
$375M
1%
$66.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $91.1M | 246,202 | 20.62% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 731 N Water St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Hammes Realty Advisors, LLC
RIAMilwaukee, WI
Heartland Advisors, Inc.
RIAMilwaukee, WI
1834 Investment Advisors Co
RIAMilwaukee, WI
Klcm Advisors, Inc.
RIAMilwaukee, WI
Diversified Management Inc
RIAMilwaukee, WI
Campbell Newman Asset Management Inc
RIAMilwaukee, WI