# Wisconsin Wealth Advisors, LLC

> 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.

- CRD: 145946
- Filed as: WISCONSIN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sun Prairie, WI
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145946
- AdvisorCensus page: https://advisorcensus.com/firm/wisconsin-wealth-advisors-llc-sun-prairie-wi-145946

## Quick answers

**How is Wisconsin Wealth Advisors, LLC compensated?**
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).

**How much does Wisconsin Wealth Advisors, LLC charge?**
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.

**Where is Wisconsin Wealth Advisors, LLC located?**
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).

**Is Wisconsin Wealth Advisors, LLC registered with the SEC or a state?**
Wisconsin Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 145946.

**How much does Wisconsin Wealth Advisors, LLC manage?**
Wisconsin Wealth Advisors, LLC reports $177,965,058 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (98% discretionary).

**How have Wisconsin Wealth Advisors, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Wisconsin Wealth Advisors, LLC serve?**
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).

**Which custodians does Wisconsin Wealth Advisors, LLC use?**
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.

**Does Wisconsin Wealth Advisors, LLC report any disciplinary disclosures?**
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

**Does Wisconsin Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "WWA does not require a minimum to open an Account."

**What changed in Wisconsin Wealth Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $157,595,325 to $177,965,058 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: None

> WWA does not require a minimum to open an Account.

- Flat fee: $500 to $5,000 (Consulting Services)

> 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.

- Hourly rate: $300 an hour (Consulting Services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $177,965,058
- Discretionary: $175,287,830
- Non-discretionary: $2,677,228

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 260 | $105,862,432 |
| High net worth individuals | 26 | $68,545,943 |
| Charitable organizations | 4 | $2,729,042 |
| Other | 3 | $827,641 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Madison, WI

### Websites listed on Form ADV (Item 1.I)
- [wiwealthadvisors.com](https://wiwealthadvisors.com)
- LinkedIn @wisconsin-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $114,201,602 | 3 | July 1, 2025 |
| October 2026 | $177,965,058 | 3 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $157,595,325 to $177,965,058 (+13%).

### April 2026
- Regulatory assets under management went from $114,201,602 to $157,595,325 (+38%).

### January 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisconsin Wealth Advisors, LLC (CRD 145946): Form ADV filing data as of October 2026.