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
- Individuals62.18%
- HNWI35.71%
- Charitable Organizations1.67%
- Other0.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wisconsin Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses, with institutional clients also on its roster. The firm combines fee-based advisory work (percentage of AUM, hourly and fixed fees) with broker-dealer and insurance brokerage activities, indicating a hybrid model that can deliver both advisory and transactional/insurance solutions. The firm is not an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator; it completed SEC registration in 2025.
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
- 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 129Active vs passive
$203M in ETFs
77%
$156M
20%
$46.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.1M | 6,887 | 2.50% |
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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