HNW client percentage for Supported firms serving clients in Wisconsin

Supported firms active in Wisconsin 168 firms

Very Low 0%-6%

Low 6%-17%

Typical 17%-29%

High 29%-47%

Very High 47%-86%

5th 20th 40th 60th 80th 95th

Median: 23%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
CWP Private Wealth Management	Low 14%	71	511	$540K
Kramer Investment Services, LLC	Very Low 0%	—	507	$120K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Conceptual Financial Advisors, LLC	Typical 17%	72	419	$390K
JMR Financial Group	Very Low 5%	40	835	$82K
Valley Wealth Management	Low 6%	19	345	$320K
Retirement Income Strategies, LLC	Low 9%	30	339	$470K
GTG Wealth Management, LLC	Very Low 0%	—	564	—
Titletown Wealth Management, LLC	High 34%	154	459	$320K
Wisco Investment Management LLC	High 33%	149	448	$210K
Acumen Financial Advisors, LLC	Very High 61%	134	220	$2.1M
Elite Wealth Management, Inc.	Very Low 4%	35	871	$190K
Duell Financial Strategies	Very Low 0%	—	848	—
Underdog Wealth Management, LLC	Low 13%	53	402	$260K
Bates Financial Advisors, Inc.	High 33%	130	397	$1.1M
Windward Wealth Strategies, Inc.	Typical 25%	100	394	$510K
Mueller Wealth	Low 14%	55	388	$370K
Spyrnal Financial Group	Low 9%	35	387	$370K
Crosby Advisory Group, LLC	Very Low 2%	13	533	$150K
Real Wealth Advisors LLC	High 34%	60	175	—
Cornerstone Financial Consulting, LLC	Very Low 5%	25	512	$100K
Retirement Income Planning llc	Low 7%	12	167	$370K
Sterling Capital Management Inc	High 37%	123	333	$680K
Burrus	Typical 25%	79	322	$750K
Central Wealth Management LLC	High 31%	49	158	$830K
Luedtke & Associates	Low 12%	55	470	$470K
Brook Capital	Low 11%	68	626	$450K
Gineris Wealth Management	Low 10%	30	312	$280K
B&E Investment Advisers, Inc.	Very Low 0%	—	462	—
North Compass Financial Advisors, LLC	Low 13%	40	308	$440K
Morgan Dempsey Capital Management LLC	Very High 100%	454	454	$470K
Smith Securities LLC	Very Low 0%	—	450	$0
von Adelung Wealth Management	Very Low 4%	11	296	$280K
D & G Advisory Group, L.L.C.	High 31%	90	293	$650K
Midwest Financial Associates, Inc.	Low 9%	26	286	$400K
Prophet Wealth Management	Low 11%	30	274	$290K
Regal Bay Investment Group, LLC	Typical 18%	46	262	$440K
Plus Group Wealth Advisors, LLC	Very Low 5%	28	514	$300K
M&M Wealth Management, LLC	Typical 25%	62	251	$330K
Granite Financial Group	Typical 20%	50	250	$720K
Keystone Financial	Very Low 1%	3	239	$210K
Liberty Financial Group, Inc.	Low 12%	28	238	$820K
Jansen Wealth Management LLC	Typical 17%	39	226	$530K
American Community Wealth Management, LLC	Very High 54%	244	449	$400K
T. Anton Investment House, Inc.	High 38%	125	328	$1.1M
Morgan Kenwood Advisors, LLC	Low 7%	15	218	$440K
Chambers Financial Group, LLC.	Low 6%	12	215	$260K
North Shore Capital Group Investment Advisors, Inc	Very Low 5%	16	316	$120K
Stonehaven Wealth & Tax Solutions	Low 14%	43	310	$540K
Freedom Financial Partners LLC	High 33%	102	308	$1.2M
Cornerstone Financial Planning, Inc.	Low 11%	11	101	$420K
Dickmeyer Boyce Financial Management, Inc	High 31%	124	402	$1M
Cushing Capital Partners, LLC	Very High 49%	97	199	$1.4M
Integrated Financial Solutions, PLLC	Typical 24%	68	289	$290K
VCP Financial LLC	Very High 65%	252	385	$290K
Capstone Wealth Management Corp.	Low 8%	24	286	$380K
Wisconsin Wealth Advisors, LLC	Low 8%	22	284	$540K
John F Suby Wealth Management LLC	High 33%	61	183	$2.3M
A to Z Financial Planning LLC	Low 7%	12	181	$270K
Charter Capital Management, Inc	High 38%	139	362	$1.3M
Beadell A D Investment Counsel Inc	Very High 72%	65	90	$2.6M
Transcend Advisor Group, LLC	Typical 17%	60	360	$700K
Milborn Advisors, ltd	Low 10%	17	178	$600K
Prosperifi LLC	High 44%	39	88	$840K
Perk Planning	Very Low 0%	—	175	—
Unique Investment Advisors, LLC	Very Low 0%	—	175	—
Pavlic Investment Advisors, Inc.	High 33%	28	86	$1.2M
H. C. Denison Co.	Typical 27%	93	343	$900K
Anew Advisors, LLC	Very Low 4%	6	164	$380K
McKinley Money, LLC	Very High 48%	78	162	$1M
Summit Investment Management, Ltd.	Very Low 4%	6	162	$520K
Alliance Investment Management, LLC	Typical 26%	42	160	$1.1M
Macco Financial Group, Inc.	Typical 26%	81	317	$870K
Pivotal Wealth and Tax	Very Low 2%	5	314	$53K
Morgan-Aly Wealth Management, LLC	Low 13%	20	156	$670K
Griffin Financial Advisors, LLC	Low 13%	20	155	$420K
Trihelix Wealth Collective	Very Low 0%	—	153	$160K
Ares Financial Consulting LLC	Low 16%	46	289	$840K
Hanseatic Management Services Inc	High 35%	76	216	$470K
Wall Investment Group, Inc.	Typical 20%	28	140	$600K
Lang & Becker, Inc.	Very High 64%	88	138	$890K
Jordan Financial Life Planning	Typical 17%	35	204	$520K
Sugar Maple Asset Management, LLC	Typical 21%	42	202	$1.4M
Archway Wealth Management, LLC	High 45%	90	200	$1.7M
Financial Strategies, Inc.	Low 10%	19	199	$750K
Life Wise Planning Group LLC	Low 11%	14	131	$400K
Neuenschwander Asset Management, LLC	Typical 18%	35	196	$880K
Calculated Wealth	Typical 21%	40	194	$1M
Advisors on Call	Low 7%	9	129	$370K
Financial Service Group Inc	High 39%	74	192	$1.1M
Grant Koehler & Levin Ltd.	Very High 62%	118	191	$1.5M
Portfolio Design Services, LLC	Low 8%	20	253	$460K
Retirement Wealth Solutions LLC	High 40%	75	188	$1.2M
Atlantis Wealth Advisors LLC	Low 10%	25	248	$560K
Oak Wealth Advisors LLC	Very High 63%	115	182	$2M
Denali Wealth Management, Inc.	High 40%	95	236	$880K
Athena Advisor Services, LLC	Typical 18%	32	174	$480K
Review Services Inc	Very High 54%	94	173	$1.3M
Trumix Advisors	High 29%	50	170	$990K
Professional Financial Management, Inc.	Typical 23%	38	164	$700K
Toptier Wealth Management	Very High 50%	52	105	$1.7M
Intrinsic Investors LLC	Typical 22%	34	156	$830K
Portside Investment Advisors, LLC	High 39%	41	104	$590K
Tower View Wealth Management LLC	High 34%	70	206	$1.5M
Hoff Private Wealth	Typical 19%	30	154	$770K
Fuhrmann Capital	High 35%	36	102	$590K
TOR Wealth Advisors, LLC	High 29%	15	51	$1.3M
Cambridge Financial Advisors, LLC	Typical 22%	44	197	$0
Direct Financial Care	Very High 71%	69	97	$2.3M
Diversified Capital Wealth Management, LLC	Low 12%	12	97	$210K
Insight Investment Advisers LLC	Typical 23%	34	145	$490K
Pathfinder Advisory, Inc.	High 33%	47	142	$840K
Winslow Financial LLC	High 29%	55	189	$520K
Retire Agile	Very High 56%	105	188	$2.3M
Stone Pillars Wealth Management	High 32%	15	47	$1.3M
Ridgeline Private Wealth	High 32%	60	185	$930K
Exceed Advisory LLC	High 33%	30	91	$1.1M
Stockbridge Private Wealth Management, LLC	Typical 24%	22	90	$580K
Guide Financial Planning	Typical 20%	26	132	$530K
Global Value Investment Corporation	High 31%	54	174	$1.1M
Schwantes Financial, LLC	Low 14%	12	84	$600K
Modern Wealth LLC	Very Low 2%	2	125	$170K
Compound Wealth, Advisory and Tax LLC	Low 15%	12	81	$530K
Apex Fiduciary Advisors LLC	Typical 28%	22	80	$600K
One Wild Life Advisors LLC	Typical 25%	19	77	$520K
T/R Financial Management Group, LLC	Typical 21%	16	75	$350K
Wealth Planning Advisors LLC	Low 10%	11	112	$370K
Wisconsin Capital Management, LLC	Very High 51%	38	74	$1.6M
Bannerstone Capital	Typical 26%	28	106	$1.5M
Rocket Capital Management, L.L.C.	Typical 20%	13	66	$400K
Aegis Wealth Advisors. LLC	Very Low 0%	—	65	$430K
Round Table Investment Strategies, LLC	High 36%	35	97	$910K
Paladin Partners	Very High 84%	54	64	$2.8M
Yahara Wealth Management LLC	Very High 76%	48	63	$1.8M
Envision Financial LLC	Very High 100%	125	125	$2.8M
Walleye Partners LLC	Very High 55%	51	93	$3M
Collar Capital Management, LLC	High 41%	50	123	$1.4M
The Kieckhefer Group	Very High 48%	29	61	$3.9M
Trinity Financial Planning	Very High 53%	32	60	$1.7M
Copia Wealth Management Advisors, Inc.	Very Low 2%	2	86	$230K
1492 Capital Management, LLC	Very High 87%	74	85	$1.9M
Boardwalk Financial Strategies LLC	Very High 79%	67	85	$2.3M
Elevated Private Wealth	High 36%	40	112	$1.1M
Kabat Advisory Group, LLC	Very Low 0%	—	81	—
Gallatin Financial Advisors, LLC	Very High 82%	65	79	$600K
Taursas Investments	Typical 27%	14	52	$730K
Windermere Wealth Advisors, LLC	Very High 53%	27	51	$1.6M
Cubic Advisors, LLC	High 43%	21	49	$950K
Ascension Financial	Typical 26%	25	97	$910K
Vestura, LLC	Very High 85%	61	72	$4.7M
Breakthru Advisory Services, LLC	Very High 71%	15	21	$6M
Pelion Investment Advisors, Inc.	Very High 71%	29	41	$1.5M
Behl Wealth Management	Very High 47%	28	59	$820K
Sycamore Investment Consulting Services, LLC	Very High 73%	27	37	$2.6M
Hohensee Financial Services, Inc.	Very Low 0%	—	38	$500K
Endurance Financial Group	High 29%	6	21	$850K
Bruce Wood Capital, LLC	Very High 100%	20	20	$520K
Carl M. Hennig, Inc.	Very Low 0%	—	30	$920K
National Accounting and Business Solutions, SC	Very Low 0%	—	10	—
Franson Financial LLC	Very Low 0%	—	19	$120K
Oldenburg Investment Professionals	Very High 53%	10	19	$240K
Vogel Consulting, LLC	Very Low 0%	—	19	—
Buttonwood Partners, Inc.	Very High 100%	28	28	$580K
2nd Market Capital Advisory Corp.	Typical 23%	8	35	$1.3M
Borger Capital Management LLC	Very Low 0%	—	26	$170K
Wullschleger Group	High 40%	6	15	$540K
Sumnicht & Associates, LLC	Very High 100%	10	10	$11M
Alliance Wealth Management Milwaukee, Inc.	—	—	—	—
Bertram Financial Advisor Services	—	—	—	—
Cruz Investments & Wealth Management	—	—	—	—
Veritas Financial Services, LLC	—	—	—	—

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