RIA Intel›Advisers›Wisconsin›TONE FINANCIAL ADVISORS, LLC

TONE FINANCIAL ADVISORS, LLC

Advisory

WI

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

Average account

$220K

across 22 accounts

AUM per adviser

$5M

1 advisers

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

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

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

22 clients

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

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Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

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$5M

ROSALES WEALTH MANAGEMENT LLC

$5M

BORGER CAPITAL MANAGEMENT LLC

$4M

RJ HILL'S FINANCIAL SERVICES, LLC

$4M

FUTURE FIRST FINANCE, LLC

$5M

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