Wiara Investment Management, LLC

RIASEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
98% of AUM
Avg account
$194K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
Menasha, Wisconsin
CRD number
151324
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI58.21%
  • Individuals41.79%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Wiara Investment Management, LLC is an independent, single-owner registered investment adviser organized as a limited liability company. The firm provides portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. According to its regulatory filing, Wiara does not position itself as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant or related adviser. The SEC registration year is not listed in the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Cash & Cash Equivalents 21%, Exchange Traded Equities 17%, US Government Bonds 5%57%
  • Public Funds/Mutual Funds57%
  • Cash & Cash Equivalents21%
  • Exchange Traded Equities17%
  • US Government Bonds5%

Contacts

1 of 1
  • John Wypiszinski

    PresidentCRD 2059190

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Menasha, WI

Winnebago

Location

Menasha, WI

Headquartered in Menasha, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.

Metro area
Appleton-Oshkosh-Neenah, WI
Region
Midwest
County
Winnebago
Address
806 Valley Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth