RIA Intel›Advisers›Wisconsin›REBEKAH LOVGREN ALLISON

REBEKAH LOVGREN ALLISON

Advisory

MILWAUKEE, WI

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

Rank in WI

#315

of 354 advisers by AUM

Average account

$1M

across 46 accounts

AUM per adviser

$52M

1 advisers

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

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$49M

Non-Discretionary AUM$4M

Discretionary %92.6%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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