Firms by city
Registered investment advisers in Pewaukee, WI
3 SEC-registered advisers headquartered in Pewaukee, listed by regulatory assets under management as reported on Form ADV.
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3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Shakespeare Wealth Management | Pewaukee, WI | $642M |
| Fortress Planning Group | Pewaukee, WI | $345M |
| Lasalle Investment Advisors | Pewaukee, WI | $134M |
- Headquarters
- Pewaukee, WI
- Regulatory AUM
- $642M
- Headquarters
- Pewaukee, WI
- Regulatory AUM
- $345M
- Headquarters
- Pewaukee, WI
- Regulatory AUM
- $134M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Pewaukee on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Wisconsin.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.