Walleye Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Walleye Partners LLC is an SEC‑registered investment adviser founded in October 2024 that provides discretionary and non‑discretionary advisory services to individuals and high net worth clients, managing approximately $276.7 million in client assets. Services include personalized portfolio management, asset allocation recommendations, and access to managed account programs and third‑party sub‑advisors, with a $500,000 minimum account size.
The firm tailors investment strategies to each client’s objectives, time horizon, and risk tolerance, employing approaches such as asset allocation, dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term purchases. WP generally charges percentage‑of‑AUM fees, recommends custody with Charles Schwab, and emphasizes the tax implications of its strategies, advising clients to consult tax professionals.
A distinctive feature is that the firm’s principal has partial ownership interests in two venture entities that charge performance‑based fees; WP states it does not solicit clients to invest in those entities but may make clients aware of them, creating an affiliation disclosed in the brochure. This connection to private venture vehicles and the use of affiliated investment activities is uncommon among similarly supported firms and is identified and managed through disclosure and supervisory practices.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.00% $1,500,001 - $4,000,000: 0.80% $4,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Account minimum: $500,000
Main office
551 W Main Street, Suite 200
Madison WI 53703
Advisors at this office
3
Most active in
Illinois · Wisconsin
Also doing business as
Goetzke Capital LLC · Walleye Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Corbin M
Series 63, Series 65
Madison, WI
Walleye Partners LLC
Corbin Mcguire is a financial advisor at Walleye Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Artisan Partners Limited Partnership, Heartland Advisors, Inc., and ALPS Distributors, Inc. Outside of his advisory role, he serves as a head coach at University School of Milwaukee. Walleye Partners LLC provides investment advisory services primarily to individual and high-net-worth clients through discretionary managed accounts and oversight of third-party sub-advisors. The firm focuses on tailoring investment strategies to client objectives and risk tolerance, incorporating methods such as dollar-cost averaging and technical analysis.
Matthew G
CFA®, Series 66
Madison, WI
Walleye Partners LLC
Matthew Goetzke is a CFA® charterholder with 26 years of industry experience. He is currently with Walleye Partners LLC and previously worked at Mendota Financial Group, LLC, Filbrandt Investment Advisers Incorporated, and Vestor Capital Securities, LLC. He serves on the board of Madison Ice Inc., a nonprofit that owns and operates ice rinks in Madison, WI. He is also involved with KUMADA, LLC, an entity established to aggregate personal investments among partners. Walleye Partners LLC is an SEC-registered adviser serving individuals and high net worth clients with personalized portfolio management and asset allocation strategies. The firm employs varied investment approaches tailored to client objectives and manages approximately $276.7 million in client assets.
Brian D
PFS™, Series 63, Series 65
Madison, WI
Walleye Partners LLC
Brian Donley is a financial advisor at Walleye Partners LLC in Madison, WI, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including 14 years at Mendota Financial Group, LLC. Donley is also a member of another advisory firm and part-owner of a venture capital vehicle that charges performance-based fees to accredited investors. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on discretionary managed accounts and oversight of third-party sub-advisors. The firm’s investment process aligns asset allocation and strategies with clients’ objectives, time horizons, and risk tolerances, incorporating techniques like dollar-cost averaging and technical analysis.
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