Data / Investment advisers / Wisconsin / Review Services Inc
Review Services Inc, Brookfield, WI: $227 million AUM, SEC registered investment adviser
Review Services Inc is an SEC registered investment adviser with its main office in Brookfield, Wisconsin and reports $227 million in regulatory assets under management in its Form ADV filed April 24, 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.
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- Registration
- SEC registered investment adviser
- CRD number
- 110277
- SEC file number
- 801-39487
- SEC status
- Approved, effective July 15, 1991
- Main office
- 13255 West Bluemound Road Suite 205, Brookfield, WI 53005
- Phone
- (262) 784-9690
- Regulatory AUM
- $227,354,914 in the Form ADV filed April 24, 2026
- Non discretionary AUM
- $227,354,914
- Accounts
- 768
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 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 | 94 | $182.9 million |
| Individuals (other than high net worth individuals) | 79 | $44.5 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 |
|---|---|---|
| May 1, 2026 | $227.4 million | April 24, 2026 |
| December 1, 2025 | $189.2 million | May 6, 2025 |
Other advisers in Brookfield
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| BKM Wealth Management | Brookfield | $651.8 million | Not listed | adviserinfo.sec.gov |
| Charter Capital Management, Inc | Brookfield | $462.2 million | Not listed | adviserinfo.sec.gov |
| Envision Financial LLC | Brookfield | $352.9 million | Not listed | adviserinfo.sec.gov |
| Sterling Capital Management Inc | Brookfield | $296.9 million | Not listed | adviserinfo.sec.gov |
| Brook Capital | Brookfield | $283.3 million | Not listed | adviserinfo.sec.gov |
| Entasis Asset Management LLC | Brookfield | $197.9 million | Not listed | adviserinfo.sec.gov |
| Granite Financial Group | Brookfield | $186.2 million | Not listed | adviserinfo.sec.gov |
| Financial Strategies, Inc. | Brookfield | $149.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Brookfield, WI
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Review Services Inc 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.