Wisconsin Wealth Advisors, LLC
Firm details
- Headquarters
- Sun Prairie, Wisconsin
- CRD number
- 145946
- Registered since
- June 18, 2025
- Website
- www.wiwealthadvisors.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.18%
- HNWI35.71%
- Charitable Organizations1.67%
- Other0.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wisconsin Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and portfolio management for individuals and small businesses. In addition to its advisory work, the firm also maintains broker-dealer registered representative and insurance brokerage activities. Its fee model mixes AUM-based fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not reported as a 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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Shaun Balding
Investment Advisor RepresentativeCRD 6058776
Chris Swenson
PresidentCRD 4287391
Patrick Fosdick
AdviserCRD 5604969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$101M in ETFs
77%
$77.9M
20%
$23.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.1M | 6,887 | 5.00% |
Location
Sun Prairie, WI
Dane
Location
Sun Prairie, WI
Headquartered in Sun Prairie, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 1777 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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