WISCONSIN WEALTH ADVISORS, LLC
CRD #145946 SEC #801-133696 SUN PRAIRIE, WI 608-837-9099
SEC Registered
Total AUM
$114.2M
Discretionary
$111.7M
Employees
3
Clients
1
Accounts
581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $114.2M | $111.7M | $2.5M | 3 | 1 |
| Jul 2025 | $114.2M | $111.7M | $2.5M | 3 | 1 |
| Jun 2025 | $114.2M | $111.7M | $2.5M | 3 | 1 |
| May 2025 | $114.2M | $111.7M | $2.5M | 3 | 1 |
| Mar 2016 | $53.4M | $53.3M | $103.1K | 4 | 200 |
| Feb 2016 | $53.4M | $53.3M | $103.1K | 4 | 200 |
| Feb 2016 | $53.4M | $53.3M | $103.1K | 4 | 200 |
| Oct 2015 | $126.7M | $126.6M | $114.2K | 4 | 200 |
| Jul 2015 | $126.7M | $126.6M | $114.2K | 3 | 200 |
| Apr 2015 | $126.7M | $126.6M | $114.2K | 3 | 200 |
| Mar 2015 | $126.7M | $126.6M | $114.2K | 6 | 400 |
| Feb 2014 | $123.5M | $123.5M | $0 | 7 | 400 |
| Oct 2013 | $137.5M | $137.5M | $0 | 5 | 400 |
| Oct 2013 | $137.5M | $137.5M | $0 | 5 | 400 |
| Mar 2013 | $137.5M | $137.5M | $0 | 5 | 400 |
| Jan 2013 | $122.8M | $120.3M | $2.5M | 5 | 1,000 |
| May 2012 | $122.8M | $120.3M | $2.5M | 1 | 1,000 |
| Jan 2012 | $122.8M | $120.3M | $2.5M | 1 | 1,000 |
| Mar 2011 | $115.2M | $115.2M | $0 | 5 | -- |
| Sep 2010 | $132.7M | $132.7M | $0 | 5 | -- |
| Mar 2010 | $132.7M | $132.7M | $0 | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$114.2M
Discretionary$111.7M
Non-Disc.$2.5M
Employees3
Clients1
DateJul 2025
Total AUM$114.2M
Discretionary$111.7M
Non-Disc.$2.5M
Employees3
Clients1
DateJun 2025
Total AUM$114.2M
Discretionary$111.7M
Non-Disc.$2.5M
Employees3
Clients1
DateMay 2025
Total AUM$114.2M
Discretionary$111.7M
Non-Disc.$2.5M
Employees3
Clients1
DateMar 2016
Total AUM$53.4M
Discretionary$53.3M
Non-Disc.$103.1K
Employees4
Clients200
DateFeb 2016
Total AUM$53.4M
Discretionary$53.3M
Non-Disc.$103.1K
Employees4
Clients200
DateFeb 2016
Total AUM$53.4M
Discretionary$53.3M
Non-Disc.$103.1K
Employees4
Clients200
DateOct 2015
Total AUM$126.7M
Discretionary$126.6M
Non-Disc.$114.2K
Employees4
Clients200
DateJul 2015
Total AUM$126.7M
Discretionary$126.6M
Non-Disc.$114.2K
Employees3
Clients200
DateApr 2015
Total AUM$126.7M
Discretionary$126.6M
Non-Disc.$114.2K
Employees3
Clients200
DateMar 2015
Total AUM$126.7M
Discretionary$126.6M
Non-Disc.$114.2K
Employees6
Clients400
DateFeb 2014
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees7
Clients400
DateOct 2013
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees5
Clients400
DateOct 2013
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees5
Clients400
DateMar 2013
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees5
Clients400
DateJan 2013
Total AUM$122.8M
Discretionary$120.3M
Non-Disc.$2.5M
Employees5
Clients1,000
DateMay 2012
Total AUM$122.8M
Discretionary$120.3M
Non-Disc.$2.5M
Employees1
Clients1,000
DateJan 2012
Total AUM$122.8M
Discretionary$120.3M
Non-Disc.$2.5M
Employees1
Clients1,000
DateMar 2011
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--