Data / Investment advisers / Wisconsin / PJS Wealth Partners
PJS Wealth Partners, Cedarburg, WI: $852 million AUM, SEC registered investment adviser
PJS Wealth Partners is an SEC registered investment adviser with its main office in Cedarburg, Wisconsin and reports $852 million in regulatory assets under management in its Form ADV filed October 9, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 104701
- SEC file number
- 801-16815
- SEC status
- Approved, effective January 20, 1982
- Legal name
- P. J. Schmidt Investment Management, Inc
- Main office
- W62n570 Washington Avenue, Cedarburg, WI 53012
- Phone
- (262) 377-0484
- Website
- pjsinvestment.com
- Regulatory AUM
- $852,009,988 in the Form ADV filed October 9, 2026
- Discretionary AUM
- $826,755,700
- Non discretionary AUM
- $25,254,288
- Accounts
- 1,368
- Employees
- 18, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 9, 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 | 188 | $722 million |
| Individuals (other than high net worth individuals) | 266 | $88.7 million |
| Pension and profit sharing plans | 9 | $23.8 million |
| Charitable organizations | 5 | $16.2 million |
| Corporations or other businesses | 6 | $1.3 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 | $852 million | March 27, 2026 |
| December 1, 2025 | $787.3 million | March 26, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mbe Wealth Management, LLC | Tomah | $977.1 million | Not listed | adviserinfo.sec.gov |
| Rosemeyer Management Group | Platteville | $914 million | Not listed | adviserinfo.sec.gov |
| Bernicke Wealth Management | Altoona | $887.4 million | Not listed | adviserinfo.sec.gov |
| Milestone Investment Advisors, LLC | Middleton | $877.6 million | Not listed | adviserinfo.sec.gov |
| Park Capital Management, LLC | Madison | $868 million | Not listed | adviserinfo.sec.gov |
| Advisors Management Group Inc | LA Crosse | $819.6 million | Not listed | adviserinfo.sec.gov |
| Capital Innovations, LLC | Waukesha | $806.7 million | Not listed | adviserinfo.sec.gov |
| Copper Harbor Investment Advisors, LLC | Appleton | $805 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- PJS Wealth Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.