W
$180.2M Total AUM
$80.6M Disc. AUM
-- 3Y CAGR
4 Employees
184 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-09-2013
- Office Locations
- 2
Office Locations
208 Sherman Street Jackson MN
504 1ST Ave. S. St. James MN
About Wacker & Associates, Inc.
Wacker & Associates, Inc. is a Jackson-based RIA with 2 offices. The firm has been operating for 12 years. Managing $180.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
53 AVG AGE
$60.1M AVG AUM / ADVISOR
$979.2K AVG AUM / CLIENT
6.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WADE MITCHELL WACKER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2145660
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL LEALON PURDY
Chief Financial Officer
- CRD
- #2688497
Available
Available
Available
S
SHADRACH LEE WACKER
Chief Executive Officer
- CRD
- #7190318
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,633,104 | $250,413 |
| Non-Discretionary | $99,548,030 | $1,005,536 |
| Total | $180,181,134 | $427,984 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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