$13.6M Total AUM
$13.6M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
24 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2002
- Office Locations
- 1
Office Locations
-- Eden Prairie MN
About Wenzel Analytics, Inc.
Wenzel Analytics is a solo, boutique investment management practice led by Lee Wenzel (est. 2002), building tailored allocations for clients who prefer individualized portfolios. The strategy currently emphasizes income-oriented fixed income and discounted preferred stocks, aiming to optimize returns for a given level of uncertainty. Serves retail and institutional investors and custodies primarily with Interactive Brokers.
Team overview
-- AVG AGE
$13.6M AVG AUM / ADVISOR
$222.2K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
L
LEE (LEROY) STERLING WENZEL
PRINCIPAL
- CRD
- #4453061
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,555,084 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,555,084 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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