Data / Investment advisers / Wisconsin / Lasalle Investment Advisors, Inc.
Lasalle Investment Advisors, Inc., Pewaukee, WI: $134 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lasalle Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Pewaukee, Wisconsin and reports $134 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Lasalle Investment Advisors, Inc. (CRD number 109303): 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
- 109303
- SEC file number
- 801-132648
- SEC status
- Approved, effective March 31, 2026
- Main office
- 1133 Quail Court Suite 100, Pewaukee, WI 53072
- Phone
- (262) 650-1099
- Regulatory AUM
- $133,609,468 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $131,635,875
- Non discretionary AUM
- $1,973,593
- Accounts
- 233
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 | 37 | $84.7 million |
| Individuals (other than high net worth individuals) | 196 | $48.9 million |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CMG Wealth Advisors LLC | Madison | $138.4 million | Not listed | adviserinfo.sec.gov |
| American Investment Advisors Inc | Madison | $137.9 million | Not listed | adviserinfo.sec.gov |
| Coordinated Capital Securities, Inc. | Fort Atkinson | $136.8 million | Not listed | adviserinfo.sec.gov |
| Central Wealth Management LLC | Madison | $136.8 million | Not listed | adviserinfo.sec.gov |
| Kult Wealth Management Group, LLC | Brookfield | $135.1 million | Not listed | adviserinfo.sec.gov |
| Jansen Wealth Management LLC | Altoona | $132.3 million | Not listed | adviserinfo.sec.gov |
| Intrinsic Investors LLC | Wauwatosa | $129.4 million | Not listed | adviserinfo.sec.gov |
| Capital Wealth Advisors, LTD. | West Bend | $126.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lasalle Investment Advisors, Inc. 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.