WALLEYE PARTNERS LLC
Firm details
- Headquarters
- MADISON, Wisconsin
- CRD number
- 333435
- Registered since
- October 28, 2024
- Website
- www.walleyepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.49%
- Individuals4.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Walleye Partners LLC is an independent, SEC-registered registered investment adviser that operates as an LLC and is owned by an individual. The firm focuses on serving individual and family clients under a percentage-of-AUM fee model, providing financial planning, portfolio management for individuals and small businesses, and manager-selection services. It identifies as a capital allocator and is not positioned as an ESG-focused or multi-state adviser. The firm also acts in industry roles such as sponsor or managing member of pooled investment vehicles and serves as an adviser to other investment managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds47%
- Exchange Traded Equities21%
- Cash & Cash Equivalents14%
- Private Funds9%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1BRIAN DONLEY
Investment Partner and CFOCRD 4774065
Contacts
2 of 2MATTHEW GOETZKE
Managing PrincipalCRD 3248843
CORBIN MCGUIRE
AnalystCRD 6840375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$60.2M in ETFs
79%
$47.6M
18%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $18.1M | 94,324 | 30.07% |
Location
MADISON, WI
DANE
Location
MADISON, WI
Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 551 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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