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
- Individuals59.48%
- HNWI38.52%
- Charitable Organizations1.53%
- Other0.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wisconsin Wealth Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2025) and serves both individual & family clients and institutional clients. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. In addition to advisory work, the firm’s business activities include registered representative functions with a broker-dealer and acting as an insurance broker. Fee arrangements are mixed: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements. The firm does not position itself as a capital allocator. It reports not being an active ESG investor and is not a multi-state adviser.
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Chris Swenson
PresidentCRD 4287391
Shaun Balding
Investment Advisor RepresentativeCRD 6058776
Patrick Fosdick
AdviserCRD 5604969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$104M in ETFs
76%
$79.3M
19%
$24.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $4.9M | 6,605 | 4.69% |
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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