RIA IntelAdvisersWisconsinERENDA CAPITAL MANAGEMENT, LLC

ERENDA CAPITAL MANAGEMENT, LLC

Advisory

WI

Data as of Jun 2, 2026 · Source: SEC Form ADV

Average account
$548K
across 11 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$6M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX, 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.

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$6M
+0.3% 1Y
NELSON FINANCIAL SERVICES
$6M
FREEDOM WEALTH LLC
APPLETON, WI
$6M
LAUNCH WEALTH MANAGEMENT LLC
$6M

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