City
Wealth management firms in Hartland, Wisconsin
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Hartland, Wisconsin reported $589.2 million in regulatory assets under management; the largest by assets was Paladin Partners, with $198.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $589.2 million
- Average per firm
- $117.8 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Paladin Partners | SEC | $198.5 million | 45 |
| 2 | Boardwalk Financial Strategies LLC | SEC | $197.6 million | 593 |
| 3 | Elevated Private Wealth | SEC | $122.7 million | 361 |
| 4 | Selerski Asset Management, LLC | State | $40.0 million | 134 |
| 5 | Aegis Wealth Advisors. LLC | State | $30.4 million | 207 |
Wealth management firms in Wisconsin, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.