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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-04-1998
- Office Locations
- 1
Office Locations
About Wegner Asset Management, LLC
Wegner Asset Management is an independent, fee-only RIA near Madison, WI providing personalized investment management and financial planning for families, small business owners, and trust/estate relationships, including high-income earners building $500k–$5m portfolios. The firm is fiduciary and not affiliated with a bank, brokerage, or insurance company, with portfolios primarily using ETFs and mutual funds and custody at Fidelity/NFS.
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Owner & Executives
SHANNON VON WEGNER
Certified Financial Planner, President
- CRD
- #2716132
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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