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$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
2 yrs Firm Age
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- Custodian
- Equity Trust ยท ETC Brokerage
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
525 Junction RD STE 6500 Madison WI
About Wullschleger Group
Wullschleger Group is an independent advisory firm based in Madison, Wisconsin, focused on helping clients and families put their money to work through tailored investment strategies. The firm emphasizes portfolio construction and asset allocation, with portfolios largely implemented using ETFs. Founded in 2023 and led by founder and Chief Compliance Officer Eric Wullschleger.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$539.8K AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
E
ERIC WULLSCHLEGER
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #6415265
- Ownership
- 75% or more
Available
Available
Available
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C
CLIFFORD WULLSCHLEGER
Financial Advisor
- CRD
- #1438270
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,096,825 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,096,825 | -- |
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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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