RIA Intel›Advisers›Wisconsin›BOARDWALK FINANCIAL STRATEGIES LLC

BOARDWALK FINANCIAL STRATEGIES LLC

Advisory

N·HARTLAND, WI

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$198M
1-Year AUM Growth
+24.4%
3-Year CAGR
+7.7%
Employees
3
Assets Under Management
Total AUM$198M
Discretionary AUM$159M
Non-Discretionary AUM$38M
Discretionary %80.5%
Total Clients89
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingMar 16, 2023
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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