Financial advisers in Altoona, WI
3 registered investment adviser firms in Altoona managing $10.6B in assets, based on public SEC Form ADV filings.
Orgel Wealth Management, LLC
Altoona, WI · Est. 2013
RegionalInternational
- AUM
- $9.5B
- Per adviser
- $308M
- Advisers
- 31
No reported disclosures
Bernicke Wealth Management
Altoona, WI · Est. 2025
Regional
- AUM
- $887M
- Per adviser
- $148M
- Advisers
- 6
No reported disclosures
Jansen Wealth Management LLC
Altoona, WI · Est. 2025
Local
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures