RIA IntelAdvisersWisconsinPMMSF PARTNERS, LLC

PMMSF PARTNERS, LLC

Advisory

MADISON, WI

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account
$7M
across 3 accounts
AUM per adviser
$21M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM
$21M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
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.

SARKAUSKAS & ASSOCIATES INC
RHINELANDER, WI
$21M
-22.1% 1Y
PRACTICAL PORTFOLIOS LLC
MANITOWOC, WI
$22M
-23.3% 1Y
THE OLYMPIA GROUP LLC
$21M
ST. CROIX ADVISORS, LLC
$22M
HIPKE EDWARD MALCOLM
MEQUON, WI
$22M
-26.0% 1Y
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
MILWAUKEE, WI
$22M
+10.8% 1Y

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