AdvisorGrade

Financial advisers in Wausau, WI

3 registered investment adviser firms in Wausau managing $1.4B in assets, based on public SEC Form ADV filings.

Midwest Professional Planners, Ltd.

Wausau, WI · Est. 2011

Regional
Fee-based
AUM
$649M
Per adviser
$43M
Advisers
15

No reported disclosures

Buska Wealth Management, LLC

Wausau, WI · Est. 2021

Local
Fee-based
AUM
$539M
Per adviser
$67M
Advisers
8

No reported disclosures

Hoff Private Wealth

Wausau, WI · Est. 2024

Local
Fee-only
AUM
$177M
Per adviser
$59M
Advisers
3

No reported disclosures