RIA Intel›Advisers›Wisconsin›WEGNER ASSET MANAGEMENT, LLC

WEGNER ASSET MANAGEMENT, LLC

Advisory

WI

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in WI
#296
of 354 advisers by AUM
Average account
$374K
across 198 accounts
AUM per adviser
$74M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$74M
Discretionary %
100%
Clients
51
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$74M
Discretionary AUM$74M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN, 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.

DISCIPLINED FINANCIAL SERVICES, INC.
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$74M
-3.9% 1Y
WHALEN CAPITAL, INC.
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$75M
PORTSIDE INVESTMENT ADVISORS, LLC
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$77M
GOALBRIDGE WEALTH MANAGEMENT, LLC
APPLETON, WI
$70M
ANEW ADVISORS, LLC
WAUWATOSA, WI
$79M
+58.1% 1Y
JMR FINANCIAL GROUP, INC.
SUPERIOR, WI
$68M

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