Wuesthoff Wickman Inc (Milwaukee)

Wuesthoff Wickman Inc is a large advisory firm based in Milwaukee. It manages $134.67 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.

Wuesthoff Wickman provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wuesthoff Wickman: assets under management

The assets under management (AUM) of Wuesthoff Wickman Inc is $134.67 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $130.19 million in discretionary accounts and $4.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $834.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.12 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wuesthoff Wickman Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wuesthoff Wickman Inc

Thomas John Wickman has been acting as President since 1 Oct 1979. Jeffrey J Brigman joined the executive team most recently as the Vice President/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas John Wickman	President/treasurer	1 Oct 1979	50% - 75%	466176
Jeffrey J Brigman	Vice president/secretary	1 Jan 1990	25% - 50%	731079

Based in Milwaukee

The principal office where Wuesthoff Wickman Inc performs its advisory services is located at 250 E Wisconsin Ave, Milwaukee, WI 53202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.