$276.7M Total AUM
$253.0M Disc. AUM
-- 3Y CAGR
5 Employees
93 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2024
- Office Locations
- 2
Office Locations
551 W Main Street Suite 200 Madison WI
-- Madison WI
About Walleye Partners LLC
Walleye Partners is an independently owned, boutique multi-family office serving entrepreneurs and families with comprehensive financial planning and wealth management. Portfolios are implemented primarily through public funds, including mutual funds and ETFs, with Schwab listed as a custodian. Clients access reporting through a Tamarac-powered portal.
Team overview
51 AVG AGE
$92.2M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
1.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
MATTHEW ARMSTRONG GOETZKE
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- #3248843
- Ownership
- 75% or more
Available
Available
Available
BRIAN KEITH DONLEY
Chief Financial Officer, INVESTMENT PARTNER
- CRD
- #4774065
- Ownership
- Less than 5%
Available
Available
Available
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C
CORBIN C MCGUIRE
--
- CRD
- #6840375
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,996,000 | $727,000 |
| Non-Discretionary | $23,682,000 | $1,578,800 |
| Total | $276,678,000 | $762,198 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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