{
  "crd_number": 145946,
  "slug": "wisconsin-wealth-advisors-llc-sun-prairie-wi-145946",
  "primary_business_name": "WISCONSIN WEALTH ADVISORS, LLC",
  "legal_name": "WISCONSIN WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Sun Prairie",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "31540",
  "metro": {
    "cbsa_code": "31540",
    "common_name": "Madison",
    "msa_name": "Madison, WI",
    "path": "/advisors/wi/madison"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-06-18",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 177965058.0,
  "raum_discretionary": 175287830.0,
  "raum_non_discretionary": 2677228.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 827641.0,
      "count": 3,
      "description": "457 OUTSIDE QUALIFIED PLAN, 401K OUTSIDE QUALIFIED PLAN WITH INDIVIDUAL CLIENT AGREEMENTS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 2729042.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 105862432.0,
      "count": 260
    },
    "high_net_worth_individuals": {
      "raum": 68545943.0,
      "count": 26
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/wisconsin-wealth-advisors-llc",
    "https://wiwealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145946",
  "city_as_filed": "SUN PRAIRIE",
  "url": "https://advisorcensus.com/firm/wisconsin-wealth-advisors-llc-sun-prairie-wi-145946",
  "display_name": "Wisconsin Wealth Advisors, LLC",
  "summary": "Wisconsin Wealth Advisors, LLC is an SEC-registered investment advisory firm in Sun Prairie, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Wisconsin Wealth Advisors, LLC (CRD 145946): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wisconsin Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wisconsin Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wisconsin Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 17, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $500 to $5,000 (Consulting Services); Hourly rate: $300 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wisconsin Wealth Advisors, LLC located?",
      "a": "Wisconsin Wealth Advisors, LLC's principal office is in Sun Prairie, WI, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wisconsin Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Wisconsin Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 145946."
    },
    {
      "q": "How much does Wisconsin Wealth Advisors, LLC manage?",
      "a": "Wisconsin Wealth Advisors, LLC reports $177,965,058 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (98% discretionary)."
    },
    {
      "q": "How have Wisconsin Wealth Advisors, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Wisconsin Wealth Advisors, LLC: Regulatory assets under management: $114,201,602 in the October 2025 data and $177,965,058 in the October 2026 data, up 56%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wisconsin Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (260); high net worth individuals (26); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Wisconsin Wealth Advisors, LLC use?",
      "a": "Wisconsin Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wisconsin Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145946"
    },
    {
      "q": "Does Wisconsin Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 17, 2026 says: \"WWA does not require a minimum to open an Account.\""
    },
    {
      "q": "What changed in Wisconsin Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $157,595,325 to $177,965,058 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 114201602.0,
      "total_employees": 3,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 177965058.0,
      "total_employees": 3,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $157,595,325 to $177,965,058 (+13%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $114,201,602 to $157,595,325 (+38%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $5,000 (Consulting Services)",
      "Hourly rate: $300 an hour (Consulting Services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "WWA offers direct asset management services to advisory Clients. WWA charges a maximum annual investment advisory fee of 1.5% of the total assets under management.",
          "The annual fees are based on the market value of the Assets included and will not exceed 1.5%. The annual fee is negotiable and will be charged as a percentage of the Assets included."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "WWA does not require a minimum to open an Account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (Consulting Services)"
        ],
        "quotes": [
          "The Client will be charged either a flat fee ranging from $500 to $5,000, or an hourly fee of $300 per hour based on the scope of services provided."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (Consulting Services)"
        ],
        "quotes": [
          "The Client will be charged either a flat fee ranging from $500 to $5,000, or an hourly fee of $300 per hour based on the scope of services provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Consulting Services"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Consulting Services"
        }
      ]
    },
    "quotes": [
      "WWA offers direct asset management services to advisory Clients. WWA charges a maximum annual investment advisory fee of 1.5% of the total assets under management.",
      "The annual fees are based on the market value of the Assets included and will not exceed 1.5%. The annual fee is negotiable and will be charged as a percentage of the Assets included.",
      "WWA does not require a minimum to open an Account.",
      "The Client will be charged either a flat fee ranging from $500 to $5,000, or an hourly fee of $300 per hour based on the scope of services provided.",
      "The Client will be charged either a flat fee ranging from $500 to $5,000, or an hourly fee of $300 per hour based on the scope of services provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wisconsin-wealth-advisors-llc-sun-prairie-wi-145946.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 260,
      "fewer_than_5": false,
      "raum": 105862432.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 68545943.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2729042.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": true,
      "raum": 827641.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145946",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}