Data / Investment advisers / Wisconsin / Landaas & Company
Landaas & Company, Milwaukee, WI: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Landaas & Company is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $1.9 billion in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and commissions.
The request: Watch Landaas & Company (CRD number 47487): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 47487
- SEC file number
- 801-45055
- SEC status
- Approved, effective October 25, 1993
- Legal name
- Landaas & Company, LLC
- Main office
- 411 E Wisconsin Ave 20th Floor, Milwaukee, WI 53202
- Phone
- (414) 223-1099
- Regulatory AUM
- $1,926,588,387 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $1,898,228,089
- Non discretionary AUM
- $28,360,298
- Accounts
- 4,098
- Employees
- 27, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, commissions
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 617 | $1.43 billion |
| Individuals (other than high net worth individuals) | 1,183 | $490.4 million |
| Charitable organizations | 3 | $9.4 million |
| Corporations or other businesses | 1 | $612,411 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.93 billion | March 30, 2026 |
| December 1, 2025 | $1.72 billion | June 16, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nicholas Co Inc | Milwaukee | $6.08 billion | Not listed | adviserinfo.sec.gov |
| Geneva Capital Management LLC | Milwaukee | $5.60 billion | Not listed | adviserinfo.sec.gov |
| 1834 Investment Advisors Co. | Milwaukee | $2.20 billion | Not listed | adviserinfo.sec.gov |
| Operose Advisors LLC | Milwaukee | $2.06 billion | 3 | adviserinfo.sec.gov |
| Hammes Realty Advisors, LLC | Milwaukee | $2.02 billion | 5 | adviserinfo.sec.gov |
| Heartland Advisors, Inc. | Milwaukee | $1.92 billion | Not listed | adviserinfo.sec.gov |
| KLCM Advisors, Inc. | Milwaukee | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Diversified Management Inc | Milwaukee | $1.87 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Landaas & Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.