CRD: 123252
Buena Vista Investment Management LLC
$25.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2002
- Office Locations
- 1
Office Locations
478 East Grand AVE Suite 202 Wisconsin Rapids WI
About Buena Vista Investment Management LLC
Buena Vista Investment Management is a Wisconsin Rapids, WI RIA providing retirement planning, wealth management, and estate strategy. The firm builds risk-managed portfolios aligned to client goals, time horizon, and risk tolerance, serving retirees/pre-retirees, working professionals, and small business owners. Portfolios commonly use ETFs alongside investment-grade and U.S. government bonds, with custody including Charles Schwab.
Team overview
-- AVG AGE
$25.7M AVG AUM / ADVISOR
$334.4K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Technology
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Owner & Executives
T
TODD MICHAEL COUR
Partner
- CRD
- #4423552
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,745,267 | $347,059 |
| Non-Discretionary | $0 | -- |
| Total | $25,745,267 | $347,059 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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