City
Wealth management firms in Wausau, Wisconsin
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Wausau, Wisconsin reported $1.4 billion in regulatory assets under management; the largest by assets was Midwest Professional Planners, Ltd., with $649.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $176.7 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Midwest Professional Planners, Ltd. | SEC | $649.3 million | 2,726 |
| 2 | Buska Wealth Management, LLC | SEC | $538.7 million | 3,532 |
| 3 | Hoff Private Wealth | SEC | $177.5 million | 550 |
| 4 | Point Wealth, LLC | State | $32.3 million | 239 |
| 5 | Capital Management Investor Services, Inc. | State | $11.0 million | 9 |
| 6 | Borger Capital Management LLC | State | $4.5 million | 26 |
| 7 | Associated Retirement Planners, Inc. | State | $0 | 0 |
| 8 | Myfamilycfo, Inc. | State | $0 | 0 |
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.