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FINANCIAL SERVICES OF NORTHEAST WISCONSIN INC

Advisory

WI

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in WI

#279

of 354 advisers by AUM

Average account

$1M

across 92 accounts

AUM per adviser

$96M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients92

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWI

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

92 clients

25 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.

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HOLT-SMITH ADVISORS, INC.

$99M

WISCO INVESTMENT MANAGEMENT LLC

$92M

WELSHIRE CAPITAL, LLC

$89M

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