RIA Intel›Advisers›Wisconsin›WALL INVESTMENT GROUP, INC.

WALL INVESTMENT GROUP, INC.

Advisory

WI

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in WI

#285

of 354 advisers by AUM

Average account

$598K

across 142 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients142

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, IN, WI

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

142 clients

28 high-net-worth

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

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

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SUMMIT INVESTMENT MANAGEMENT, LTD.

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WISMED FINANCIAL, INC.

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