WISCONSIN WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$158M
Discretionary
$155M
98% of AUM
Avg account
$543K
Accounts
290
Employees
3
Advisory reps
3

Firm details

Headquarters
SUN PRAIRIE, Wisconsin
CRD number
145946
Registered since
June 18, 2025
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

FINTRX

Overview

Wisconsin Wealth Advisors, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses, and also serves institutional clients. The firm is SEC-registered (2025) and is owned by an individual principal. It operates with a mixed fee model—percentage of assets under management supplemented by hourly and fixed-fee arrangements—and also maintains business relationships as a registered representative of a broker-dealer and as an insurance broker. Wisconsin Wealth Advisors does not identify as an active ESG investor, is not structured as a capital allocator, and does not present itself as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 30%, Cash & Cash Equivalents 10%60%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$91.3M in ETFs

Passive

76%

$69.5M

Active

21%

$21.8M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL)First TrustPassiveLarge Value$4.8M95,1635.29%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth