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ETF MODEL SOLUTIONS, LLC
CRD 168410 · SEC 801-80785
W6272 COMMUNICATION COURT, APPLETON, WI, 54914-8531, United States
Phone
920-785-6010
Fax
920-227-0521
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.1M
Discretionary AUM
$18.1M
Team
14 total employees; 10 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; LICENSE FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingMODEL MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $6.9M |
| High net worth individuals | 12 | $5.9M |
| Pension/profit sharing plans | 2 | $5.3M |
| Other investment advisers | 1 | $0 |
States served
SC, WI, TX
All web addresses on file
- https://alpha-maven.com/company/etf-model-solutions-llc
- https://www.youtube.com/channel/UCLDRPikKHDWbKi35PQzTbHw
- https://www.embark-invest.com
- https://www.linkedin.com/company/embark-invest/
- HTTPS://WWW.X.COM/EMBARK_INVEST
- https://www.facebook.com/embarkinvest
- HTTPS://WWW.FACEBOOK.COM/ETFModels
- HTTPS://WWW.X.COM/ETFMODELS
- https://www.linkedin.com/company/etf-model-solutions
- HTTPS://WWW.ETFMODELSOLUTIONS.COM
Official SEC filing: View on IAPD