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WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394 · SEC 801-53829
8020 EXCELSIOR DRIVE STE. 402, MADISON, WI, 53717, United States
Phone
608-960-4616
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$256.6M
Discretionary AUM
$256.6M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-08-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $7.5M |
| High net worth individuals | 38 | $113.5M |
| Investment companies | 2 | $91.6M |
| Corporations/business entities | 2 | $44.0M |
States served
IL, WI, NH
All web addresses on file
Official SEC filing: View on IAPD