Wiara Investment Management, LLC
RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
98% of AUM
Avg account
$194K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Menasha, Wisconsin
- CRD number
- 151324
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.21%
- Individuals41.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wiara Investment Management, LLC is an independent, Wisconsin-registered limited liability company that provides portfolio management services to individuals and small businesses. The firm is individually owned and charges clients a percentage-of-assets fee. Its regulatory filings indicate it is not structured as a capital allocator and does not position itself as an ESG investor or multi-state adviser.
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 Funds57%
- Cash & Cash Equivalents21%
- Exchange Traded Equities17%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Menasha, WI
Winnebago
Location
Menasha, WI
Headquartered in Menasha, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- Winnebago
- Address
- 806 Valley Rd
- Time zone
- CT (UTC-6)
- Office locations
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