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WULLSCHLEGER GROUP
WULLSCHLEGER GROUP LLC
CRD 326769
525 JUNCTION ROAD, STE 6500, PMB #5, MADISON, WI, 53717, United States
Phone
608-514-5328
Fax
608-433-9775
Registration
— (—)
Source
State registered
Total AUM
$8.1M
Discretionary AUM
$8.1M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.9M |
| High net worth individuals | 6 | $6.2M |
All web addresses on file
Official SEC filing: View on IAPD