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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2013
- Office Locations
- 1
Office Locations
About Magis Management, LLC
Magis Management, LLC is a Milwaukee-based registered investment adviser providing discretionary asset management, portfolio construction, and wealth planning for retail clients. The firm emphasizes ETF-based implementation (with additional use of mutual funds and related risk management tools) and maintains accounts through Interactive Brokers. Its website provides client intake and ADV documents, supporting a compliance-forward onboarding process.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 18 clients, or 18 clients per representative. That equates to $150.6K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Magis Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PETER JAMES MERKEL
Chief Compliance Officer, Managing Member
- CRD
- #6262229
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,710,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,710,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Magis Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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