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Wisconsin Wealth Advisors, LLC

● SEC registered since 2025CRD 145946SEC# 801-133696Sun Prairie, WI
Export (members)
Reg. AUM
$114.2M
Employees
3
Accounts
581
Location
Sun Prairie, WI

Wisconsin Wealth Advisors, LLC assets under management

Wisconsin Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Sun Prairie, WI. The firm has been registered since 2025. It reports $114.2 million in regulatory assets under management and employs 3 people.
www.wiwealthadvisors.comView on SEC.gov ↗

Wisconsin Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Chris Allen Swenson ControlOwner/Chief Compliance Officer/Investment Advisor RepresentativeOver 75%2015

Frequently asked questions

How much does Wisconsin Wealth Advisors, LLC manage?

Wisconsin Wealth Advisors, LLC reports $114.2 million in regulatory assets under management on its Form ADV.

How many employees does Wisconsin Wealth Advisors, LLC have?

Wisconsin Wealth Advisors, LLC reports 3 employees.

Where is Wisconsin Wealth Advisors, LLC located?

Wisconsin Wealth Advisors, LLC is based in Sun Prairie, WI and has been SEC-registered since 2025.

Does Wisconsin Wealth Advisors, LLC disclose fund performance?

Wisconsin Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1777 West Main Street, Suite 203, Sun Prairie, WI 53590
Phone608-837-9099
Fax608-825-6468
Office hours8a.m.-4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.7M
Non-discretionary$2.5M
Total (RAUM)$114.2M