RIA Intel›Advisers›Wisconsin›PINECREST ADVISORS, LLC

PINECREST ADVISORS, LLC

Advisory

WI

Data as of Feb 28, 2026 · Source: SEC Form ADV

Average account
$271K
across 15 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 28, 2026.

Total AUM
$4M
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$4M
Discretionary AUM$4M
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 InMT, 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.

GREAT LAKES FINANCIAL STRATEGIES, LLC
$4M
PIVOTPOINT ADVISORS, LLC
MONTICELLO, WI
$4M
0.0% 1Y
ROAD MAPS FINANCIAL GROUP, LLC
$4M
FINANCIAL ADVISORY GROUP, INC.
APPLETON, WI
$4M
DREAM LAKE FINANCIAL LLC
$4M
SIGNIFICANCE CAPITAL MANAGEMENT LLC
MILWAUKEE, WI
$4M

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