Wisconsin Wealth Advisors, LLC
● SEC registered since 2025CRD 145946SEC# 801-133696Sun Prairie, WI
Reg. AUM
$178M
Employees
3
Accounts
293
Location
Sun Prairie, WI
About Wisconsin Wealth Advisors
Wisconsin Wealth Advisors provides professional investment advice and retirement planning in Madison, Wisconsin. Guidance is organized around life stages from early working years through retirement.
Summary based on the firm’s website.
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 $178 million in regulatory assets under management and employs 3 people.
Wisconsin Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris Allen Swenson Control | Owner/Chief Compliance Officer/Investment Advisor Representative | Over 75% | 2015 |
Frequently asked questions
How much does Wisconsin Wealth Advisors, LLC manage?
Wisconsin Wealth Advisors, LLC reports $178 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
| Address | 1777 West Main Street, Suite 203, Sun Prairie, WI 53590 |
| Phone | 608-837-9099 |
| Fax | 608-825-6468 |
| Office hours | 8a.m.-4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178M▲ 56%
May '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$178Mregulatory AUM
Discretionary $175.3MNon-discretionary $2.7M