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 registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses, and also serves institutional clients. The firm is SEC-registered (2025) and is owned by an individual principal. It operates with a mixed fee model—percentage of assets under management supplemented by hourly and fixed-fee arrangements—and also maintains business relationships as a registered representative of a broker-dealer and as an insurance broker. Wisconsin Wealth Advisors does not identify as an active ESG investor, is not structured as a capital allocator, and does not present itself as a multi-state advisory platform.
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 Equities60%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents10%
Contacts
3 of 3Shaun Balding
Investment Advisor RepresentativeCRD 6058776
CHRIS SWENSON
PresidentCRD 4287391
PATRICK FOSDICK
AdviserCRD 5604969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$91.3M in ETFs
76%
$69.5M
21%
$21.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL) | First Trust | Passive | Large Value | $4.8M | 95,163 | 5.29% |
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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