Data / Investment advisers / Wisconsin / McKinley Money, LLC
McKinley Money, LLC, Eau-Claire, WI: $164 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
McKinley Money, LLC is an SEC registered investment adviser with its main office in Eau-Claire, Wisconsin and reports $164 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch McKinley Money, LLC (CRD number 145571): 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
- 145571
- SEC file number
- 801-132140
- SEC status
- Approved, effective March 10, 2025
- Main office
- N3579 1010th St, Eau-Claire, WI 54703
- Phone
- (715) 835-2732
- Website
- wpr.com
- Regulatory AUM
- $163,729,560 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $146,554,680
- Non discretionary AUM
- $17,174,880
- Accounts
- 574
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 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 | 78 | $112.6 million |
| Individuals (other than high net worth individuals) | 84 | $51.2 million |
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 | $163.7 million | March 16, 2026 |
| December 1, 2025 | $134.8 million | May 19, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hoff Private Wealth | Wausau | $177.5 million | Not listed | adviserinfo.sec.gov |
| Collar Capital Management, LLC | Appleton | $176.3 million | Not listed | adviserinfo.sec.gov |
| Fiduciary Financial Planning Network | Onalaska | $175.7 million | Not listed | adviserinfo.sec.gov |
| Neuenschwander Asset Management, LLC | McFarland | $173.5 million | Not listed | adviserinfo.sec.gov |
| Stonehaven Wealth & Tax Solutions | Appleton | $168.2 million | Not listed | adviserinfo.sec.gov |
| Elite Wealth Management, Inc. | Plover | $161.4 million | Not listed | adviserinfo.sec.gov |
| Portfolio Design Services, LLC | River Falls | $159.8 million | Not listed | adviserinfo.sec.gov |
| Sycamore Investment Consulting Services, LLC | Madison | $159.6 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
- McKinley Money, LLC 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.