Wisconsin Wealth Advisors, Llc

SEC-registered Insurance-Affiliated · Small ($100M–$1B) CRD 145946 · SEC file 801-133696 · Sun Prairie, WI · WWW.WIWEALTHADVISORS.COM

☆ Save with Pro ADV data as of Oct 01, 2026

Regulatory AUM: $178M
Discretionary: $175M
Clients: 293
Avg AUM / client: $607K
Accounts: 293
Employees: 3

AUM over time

$53.4M $178M

Jan 25, 2012 Oct 1, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Oct 01, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	260	$106M	59.5%
High net worth individuals	26	$68.5M	38.5%
Charitable organizations	4	$2.7M	1.53%
Other	3	$828K	0.47%

People (3)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Chris Allen Swenson	Owner/Chief Compliance Officer		Jul 2015 (11y)	75% or more
Shaun Michael Balding	Registered representative		Dec 2017 (9y)
Patrick Charles Fosdick	Registered representative	CFP	Nov 2024 (2y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/20/2026	908 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Other services

Custody

Reported custodians

Axos Clearing $158M (100% of AUM) Aug 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 01, 2026.

View current Form ADV (SEC/IAPD) ↗