# Wenzel Analytics, Inc.

> Wenzel Analytics, Inc. is a state-registered investment advisory firm, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 21, 2025.

- CRD: 115499
- Filed as: WENZEL ANALYTICS, INC.
- Legal name: Leroy S Wenzel
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: July 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115499
- AdvisorCensus page: https://advisorcensus.com/firm/wenzel-analytics-inc-115499

## Quick answers

**How is Wenzel Analytics, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wenzel Analytics, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Wenzel Analytics, Inc. registered with the SEC or a state?**
Wenzel Analytics, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 115499.

**How much does Wenzel Analytics, Inc. manage?**
Wenzel Analytics, Inc. reports $13,555,084 in regulatory assets under management in its Form ADV filing dated July 21, 2025 (100% discretionary).

**What types of clients does Wenzel Analytics, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (13); corporations or other businesses not listed above (1).

**Does Wenzel Analytics, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115499

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,555,084
- Discretionary: $13,555,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $6,765,507 |
| High net worth individuals | 13 | $5,866,774 |
| Corporations or other businesses not listed above | 1 | $922,803 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wenzelanalytics.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wenzel Analytics, Inc. (CRD 115499): Form ADV filing data as of October 2026.