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ASC 401(K) MANAGEMENT
ASC WEALTH & RETIREMENT ADVISORS LLC
CRD 220516 · SEC 801-96217
4321 W. COLLEGE AVE, SUITE 200, APPLETON, WI, 54914, United States
Phone
920-888-1272
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.8M
Discretionary AUM
$25.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $19.0M |
| High net worth individuals | 12 | $7.7M |
All web addresses on file
Official SEC filing: View on IAPD