RIA Intel›Advisers›Wisconsin›CHRISTIANSEN ASSET MANAGEMENT LLC

CHRISTIANSEN ASSET MANAGEMENT LLC

Advisory

MEQUON, WI

Data as of Feb 12, 2026 · Source: SEC Form ADV

AUM change, 1 year

-44.9%

9th percentile in WI

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$180K

across 30 accounts

AUM per adviser

$5M

1 advisers

Filing history

3

filings since 2001

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$5M

1-Year AUM Growth

-44.9%

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$132K

Discretionary %97.6%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record3

First FilingMar 13, 2001

Latest FilingFeb 12, 2026

Full AUM trend chart and 3 historical filings spanning 25+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InWI

Succession Risk

Elevated risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

23rd percentile

Composite rank among WI advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WI

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

FUTURE FIRST FINANCE, LLC

$5M

LAUNCH WEALTH MANAGEMENT LLC

$6M

ROSALES WEALTH MANAGEMENT LLC

$5M

ONELEGACY ADVISORS, LLC

GREEN BAY, WI

$5M

NELSON FINANCIAL SERVICES

$6M

JONES FINANCIAL CONSULTING, LLC

$6M

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