WARNKE/NICHOLS LTD.
CRD #112181 SEC #801-79230 DELAFIELD, WI 262-303-4113
SEC Registered
Total AUM
$190.8M
Discretionary
$183.9M
Employees
2
Clients
--
Accounts
286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $190.8M | $183.9M | $6.9M | 2 | 0 |
| Feb 2025 | $190.8M | $183.9M | $6.9M | 3 | 0 |
| Jan 2024 | $195.1M | $182.6M | $12.5M | 3 | 0 |
| Aug 2023 | $186.1M | $185.8M | $301.5K | 3 | 0 |
| Aug 2023 | $186.1M | $185.8M | $301.5K | 3 | 0 |
| Jun 2023 | $186.1M | $185.8M | $301.5K | 3 | 0 |
| Mar 2023 | $186.6M | $180.4M | $6.2M | 3 | 0 |
| Jan 2023 | $186.6M | $180.4M | $6.2M | 3 | 0 |
| Jul 2022 | $168.7M | $163.8M | $4.9M | 3 | 0 |
| Jul 2022 | $168.7M | $163.8M | $4.9M | 3 | 0 |
| Mar 2022 | $168.7M | $163.8M | $4.9M | 2 | 0 |
| May 2021 | $145M | $145M | $0 | 2 | 70 |
| Feb 2021 | $145M | $145M | $0 | 2 | 70 |
| Jun 2020 | $152.1M | $152.1M | $0 | 2 | 76 |
| Feb 2020 | $152.1M | $152.1M | $0 | 2 | 76 |
| Mar 2019 | $139.2M | $137.5M | $1.7M | 2 | 77 |
| Feb 2018 | $135.4M | $133.4M | $1.9M | 2 | 0 |
| Mar 2017 | $123.3M | $121.6M | $1.7M | 2 | 26 |
| Nov 2016 | $113.2M | $111.7M | $1.5M | 2 | 26 |
| Feb 2016 | $113.2M | $111.7M | $1.5M | 2 | 26 |
| Apr 2015 | $114.9M | $113.4M | $1.5M | 2 | 26 |
| Feb 2015 | $114.9M | $113.4M | $1.5M | 2 | 26 |
| Jun 2014 | $102.5M | $100.9M | $1.6M | 2 | 26 |
| Feb 2014 | $102.5M | $100.9M | $1.6M | 2 | 26 |
| Jun 2012 | $79.9M | $78.6M | $1.3M | 1 | 26 |
| May 2012 | $79.9M | $78.6M | $1.3M | 1 | 26 |
| Mar 2012 | $79.9M | $78.6M | $1.3M | 1 | 26 |
| Mar 2011 | $80.4M | $78.9M | $1.5M | 5 | -- |
| Mar 2010 | $75.8M | $74.3M | $1.4M | 5 | -- |
| Jan 2008 | $97.9M | $95.7M | $2.2M | 5 | -- |
| May 2007 | $91.6M | $87.9M | $3.7M | 5 | -- |
| Feb 2007 | $91.6M | $87.9M | $3.7M | 5 | -- |
| Feb 2006 | $80.6M | $75.2M | $5.4M | 5 | -- |
| Sep 2005 | $81.5M | $76.3M | $5.2M | 5 | -- |
| Sep 2005 | $81.5M | $76.3M | $5.2M | 5 | -- |
| Feb 2005 | $81.5M | $76.3M | $5.2M | 5 | -- |
DateSep 2025
Total AUM$190.8M
Discretionary$183.9M
Non-Disc.$6.9M
Employees2
Clients0
DateFeb 2025
Total AUM$190.8M
Discretionary$183.9M
Non-Disc.$6.9M
Employees3
Clients0
DateJan 2024
Total AUM$195.1M
Discretionary$182.6M
Non-Disc.$12.5M
Employees3
Clients0
DateAug 2023
Total AUM$186.1M
Discretionary$185.8M
Non-Disc.$301.5K
Employees3
Clients0
DateAug 2023
Total AUM$186.1M
Discretionary$185.8M
Non-Disc.$301.5K
Employees3
Clients0
DateJun 2023
Total AUM$186.1M
Discretionary$185.8M
Non-Disc.$301.5K
Employees3
Clients0
DateMar 2023
Total AUM$186.6M
Discretionary$180.4M
Non-Disc.$6.2M
Employees3
Clients0
DateJan 2023
Total AUM$186.6M
Discretionary$180.4M
Non-Disc.$6.2M
Employees3
Clients0
DateJul 2022
Total AUM$168.7M
Discretionary$163.8M
Non-Disc.$4.9M
Employees3
Clients0
DateJul 2022
Total AUM$168.7M
Discretionary$163.8M
Non-Disc.$4.9M
Employees3
Clients0
DateMar 2022
Total AUM$168.7M
Discretionary$163.8M
Non-Disc.$4.9M
Employees2
Clients0
DateMay 2021
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees2
Clients70
DateFeb 2021
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees2
Clients70
DateJun 2020
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees2
Clients76
DateFeb 2020
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees2
Clients76
DateMar 2019
Total AUM$139.2M
Discretionary$137.5M
Non-Disc.$1.7M
Employees2
Clients77
DateFeb 2018
Total AUM$135.4M
Discretionary$133.4M
Non-Disc.$1.9M
Employees2
Clients0
DateMar 2017
Total AUM$123.3M
Discretionary$121.6M
Non-Disc.$1.7M
Employees2
Clients26
DateNov 2016
Total AUM$113.2M
Discretionary$111.7M
Non-Disc.$1.5M
Employees2
Clients26
DateFeb 2016
Total AUM$113.2M
Discretionary$111.7M
Non-Disc.$1.5M
Employees2
Clients26
DateApr 2015
Total AUM$114.9M
Discretionary$113.4M
Non-Disc.$1.5M
Employees2
Clients26
DateFeb 2015
Total AUM$114.9M
Discretionary$113.4M
Non-Disc.$1.5M
Employees2
Clients26
DateJun 2014
Total AUM$102.5M
Discretionary$100.9M
Non-Disc.$1.6M
Employees2
Clients26
DateFeb 2014
Total AUM$102.5M
Discretionary$100.9M
Non-Disc.$1.6M
Employees2
Clients26
DateJun 2012
Total AUM$79.9M
Discretionary$78.6M
Non-Disc.$1.3M
Employees1
Clients26
DateMay 2012
Total AUM$79.9M
Discretionary$78.6M
Non-Disc.$1.3M
Employees1
Clients26
DateMar 2012
Total AUM$79.9M
Discretionary$78.6M
Non-Disc.$1.3M
Employees1
Clients26
DateMar 2011
Total AUM$80.4M
Discretionary$78.9M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2010
Total AUM$75.8M
Discretionary$74.3M
Non-Disc.$1.4M
Employees5
Clients--
DateJan 2008
Total AUM$97.9M
Discretionary$95.7M
Non-Disc.$2.2M
Employees5
Clients--
DateMay 2007
Total AUM$91.6M
Discretionary$87.9M
Non-Disc.$3.7M
Employees5
Clients--
DateFeb 2007
Total AUM$91.6M
Discretionary$87.9M
Non-Disc.$3.7M
Employees5
Clients--
DateFeb 2006
Total AUM$80.6M
Discretionary$75.2M
Non-Disc.$5.4M
Employees5
Clients--
DateSep 2005
Total AUM$81.5M
Discretionary$76.3M
Non-Disc.$5.2M
Employees5
Clients--
DateSep 2005
Total AUM$81.5M
Discretionary$76.3M
Non-Disc.$5.2M
Employees5
Clients--
DateFeb 2005
Total AUM$81.5M
Discretionary$76.3M
Non-Disc.$5.2M
Employees5
Clients--