Investment adviser · CRD 109983
WIPFLI FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Aug 15, 2022
- Regulatory AUM
- $5.07B Form ADV · Item 5.F
- Client accounts
- 9,010 Accounts, not individual clients
- Employees
- 118 Reported in this filing
- Advisory professionals
- 76 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 853 | $2,855,275,171 | 56.4% |
| Retirement plans | 204 | $1,326,400,486 | 26.2% |
| Individuals | 1,723 | $614,276,997 | 12.1% |
| Corporations & businesses | 33 | $216,335,004 | 4.3% |
| Charities | 12 | $45,377,537 | 0.9% |
| Other clients | Fewer than 5 | $8,672,801 | 0.2% |
Filing source
Form ADV 1662275 · Aug 15, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 15, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10000 INNOVATION DRIVE, SUITE 250MILWAUKEE, WI, 53226, United States
CRD 109983
Filing source
Form ADV 1662275 · Aug 15, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.