City
Wealth management firms in Pewaukee, Wisconsin
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Pewaukee, Wisconsin reported $1.2 billion in regulatory assets under management; the largest by assets was Shakespeare Wealth Management, LLC, with $641.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $231.7 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Shakespeare Wealth Management, LLC | SEC | $641.9 million | 1,871 |
| 2 | Fortress Planning Group | SEC | $345.3 million | 902 |
| 3 | LaSalle Investment Advisors, Inc. | SEC | $133.6 million | 233 |
| 4 | Fiduciaone | State | $35.4 million | 168 |
| 5 | Magis Private Wealth Management, LLC | State | $2.2 million | 6 |
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.