RIA Intel›Advisers›Wisconsin›WISMED FINANCIAL, INC.

WISMED FINANCIAL, INC.

Advisory

FITCHBURG, WI

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in WI

#289

of 354 advisers by AUM

Average account

$307K

across 269 accounts

AUM per adviser

$83M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

69 clients

34 high-net-worth

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

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