Adviser Profile
| As of Date | 03/24/2026 |
| Registration | Illinois, Approved, 03/30/2026 |
|
|
|
| Former registrations | |
| Contact Info | 773 xxxxxxx |
| Websites |
| AUM* | 42,892,796 |
| of that, discretionary | 42,892,796 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 809,298 |
| % High Net Worth | 86.67% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WIPFLI LLP | Filing Date03/26/2026 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI LLP | Filing Date03/25/2025 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI LLP | Filing Date01/23/2024 | Form ADV-E View Report |