Financial advisers in Pewaukee, WI
3 registered investment adviser firms in Pewaukee managing $1.1B in assets, based on public SEC Form ADV filings.
Shakespeare Wealth Management, LLC
Pewaukee, WI · Est. 2015
Local
- AUM
- $642M
- Per adviser
- $107M
- Advisers
- 6
No reported disclosures
Fortress Planning Group
Pewaukee, WI · Est. 2023
Local
- AUM
- $345M
- Per adviser
- $69M
- Advisers
- 5
No reported disclosures
Lasalle Investment Advisors, INC.
Pewaukee, WI · Est. 2026
Local
- AUM
- $134M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures