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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
CRD 107630 · SEC 801-39679
40 JEWELERS PARK DR, STE 200, NEENAH, WI, 54956, United States
Phone
920-727-1137
Fax
920-727-1139
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.76B
Discretionary AUM
$1.74B
Team
15 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)FAMILY WEALTH COUNSELING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $34.0M |
| High net worth individuals | 277 | $1.67B |
| Pension/profit sharing plans | 6 | $26.1M |
| Charitable organizations | 7 | $25.5M |
| Corporations/business entities | 2 | $835K |
States served
CA, GA, IL, MN, NE, NY, NC, SC, UT, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD