Walleye Partners LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 333435
- Registered since
- October 28, 2024
- Website
- www.walleyepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.49%
- Individuals4.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Walleye Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individuals and families on a fee‑based, percentage‑of‑AUM model and provides financial planning, portfolio management for individuals and small businesses, and selection/oversight of third‑party managers. It describes itself as a capital allocator and has industry roles that include acting as an adviser and sponsor and serving as a general partner or managing member of pooled investment vehicles. Walleye does not position itself as an active ESG investor and is registered to operate within a single state.
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 Funds47%
- Exchange Traded Equities21%
- Cash & Cash Equivalents14%
- Private Funds9%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Brian Donley
Investment Partner and CFOCRD 4774065
Contacts
2 of 2
Matthew Goetzke
Managing PrincipalCRD 3248843
Corbin Mcguire
AnalystCRD 6840375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$58.6M in ETFs
73%
$43M
23%
$15.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $16.1M | 75,732 | 27.50% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 551 W Main St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Wisconsin Capital Management, LLC
RIAMadison, WI
Mendota Financial Group, LLC
RIAMadison, WI
T. Anton Investment House, Inc.
RIAMadison, WI
Calculated Wealth
RIAMadison, WI
Atlatl Advisers
RIAMadison, WI
Ecio, Inc.
RIAMadison, WI