# Wiara Investment Management, LLC

> Wiara Investment Management, LLC is a state-registered investment advisory firm in Menasha, WI, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 151324
- Filed as: WIARA INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Menasha, WI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151324
- AdvisorCensus page: https://advisorcensus.com/firm/wiara-investment-management-llc-menasha-wi-151324

## Quick answers

**How is Wiara Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wiara Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wiara Investment Management, LLC located?**
Wiara Investment Management, LLC's principal office is in Menasha, WI, according to its Form ADV.

**Is Wiara Investment Management, LLC registered with the SEC or a state?**
Wiara Investment Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151324.

**How much does Wiara Investment Management, LLC manage?**
Wiara Investment Management, LLC reports $2,331,702 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary).

**Does Wiara Investment Management, LLC 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/151324

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,331,702
- Discretionary: $2,295,645
- Non-discretionary: $36,057

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $974,409 |
| High net worth individuals | Fewer than 5 | $1,357,293 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wiara Investment Management, LLC (CRD 151324): Form ADV filing data as of October 2026.