Operose Advisors LLC

RIASEC RegisteredEst. 2020

Total AUM

$2B

Discretionary

$1.5B

73% of AUM

Avg account

$1.2M

Accounts

1,655

Employees

Advisory reps

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 287465
Registered since: March 30, 2020
Website: www.operoseadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.89%
Charitable Organizations13.55%
Corporations / Businesses5.38%
Other5.25%
Individuals1.92%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Operose Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2020. The firm serves both individual/family and institutional clients and functions as a capital allocator, deploying client capital into third-party alternative managers as well as managing its own pooled vehicles. Its fee model combines percentage-of-AUM fees with flat fees. Core advisory services include financial planning, discretionary and non-discretionary portfolio management across individuals, businesses and pooled investment vehicles, and selection of other advisers. Operose identifies as an active ESG investor and is affiliated in several capacities with pooled vehicles, acting as accountant/sponsor and as a GP/managing member where applicable.