RIA Intel›Advisers›Wisconsin›JESKE ASSET MANAGEMENT, LLC

JESKE ASSET MANAGEMENT, LLC

Advisory

WI

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account
$67K
across 18 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$1M
Discretionary %
100%
Clients
10
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$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
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.

DIAMOND WEALTH PARTNERS, LLC
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APPLETON INVESTMENT MANAGEMENT INC.
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$1M
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
MILWAUKEE, WI
$1M
-69.1% 1Y
FORTIFYING YOUR FUTURE LLC
$1M
RWH ASSET MANAGEMENT
KENOSHA, WI
$1M
BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLC
MILWAUKEE, WI
$1M
-65.8% 1Y

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