RIA Intel›Advisers›Wisconsin›FIDUCIARY INSIGHT, LLC

FIDUCIARY INSIGHT, LLC

Advisory

WI

Data as of Jan 7, 2026 · Source: SEC Form ADV

Average account
$202K
across 99 accounts
AUM per adviser
$20M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
75
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$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients75
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC
MEQUON, WI
$20M
KOCH RICHARD A & CO INC
GERMANTOWN, WI
$20M
-20.8% 1Y
THOMAS FINANCIAL PLANNING, LLC
$19M
HOHENSEE FINANCIAL SERVICES, INC.
DOUSMAN, WI
$19M
THE OLYMPIA GROUP LLC
$21M
SARKAUSKAS & ASSOCIATES INC
RHINELANDER, WI
$21M
-22.1% 1Y

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