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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDING, TERRY, ALLEN | I | PRESIDENT/SOLE MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| SWENSON, CHRIS, ALLEN | I | OWNER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (3)
IL TX WI
Address
1777 WEST MAIN STREETSUITE 203
SUN PRAIRIE, WI 53590
United States
Phone: 608-837-9099