RIA IntelAdvisersWisconsinGEDER INVESTMENT MANAGEMENT, INC.

GEDER INVESTMENT MANAGEMENT, INC.

Advisory

WI

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account
$457K
across 59 accounts
AUM per adviser
$27M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$27M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX, 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.

ASC WEALTH & RETIREMENT ADVISORS LLC
APPLETON, WI
$27M
-68.6% 1Y
SIMMONS FINANCIAL MANAGEMENT INC
MILWAUKEE, WI
$27M
+8.4% 1Y
CARL M. HENNIG, INC.
OSHKOSH, WI
$28M
AEGIS WEALTH ADVISORS, LLC
HARTLAND, WI
$28M
WARDEN WEALTH MANAGEMENT, LLC
MILWAUKEE, WI
$26M
+4.6% 1Y
MIDWEST FINANCIAL PLANNERS INC
GREENFIELD, WI
$28M
+12.4% 1Y

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