RIA IntelAdvisersWisconsinLAUNCH WEALTH MANAGEMENT LLC

LAUNCH WEALTH MANAGEMENT LLC

Advisory

WI

Data as of May 26, 2026 · Source: SEC Form ADV

Average account
$256K
across 22 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
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$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
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.

NELSON FINANCIAL SERVICES
$6M
JONES FINANCIAL CONSULTING, LLC
$6M
CHRISTIANSEN ASSET MANAGEMENT LLC
MEQUON, WI
$5M
-44.9% 1Y
FUTURE FIRST FINANCE, LLC
$5M
ERENDA CAPITAL MANAGEMENT, LLC
$6M
808 INVESTMENTS, LLC
$6M

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