RIA Intel›Advisers›Wisconsin›BLUEMOUND ASSET MANAGEMENT, LLC

BLUEMOUND ASSET MANAGEMENT, LLC

Advisory

WI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$580K
across 44 accounts
AUM per adviser
$26M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$26M
Discretionary %
94.1%
Clients
44
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$26M
Discretionary AUM$24M
Non-Discretionary AUM$2M
Discretionary %94.1%
Total Clients44
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

COWLING BAY WEALTH MANAGEMENT, LLC
$25M
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$25M
-17.3% 1Y
BUENA VISTA INVESTMENT MANAGEMENT LLC
WISCONSIN RAPIDS, WI
$26M
+13.5% 1Y
DOMO CAPITAL MANAGEMENT, LLC
$25M
WARDEN WEALTH MANAGEMENT, LLC
MILWAUKEE, WI
$26M
+4.6% 1Y
HILLTOP FINANCIAL ADVISORS, LLC
MILWAUKEE, WI
$25M

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