Wiara Investment Management, LLC
Wiara Investment Management, LLC (CRD# 151324) is a financial advisory firm headquartered in Menasha, WI. They manage $4,715,393 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wiara Investment Management, LLC
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$314,360
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Wiara Investment Management, LLC
1
John Wypiszinski (CRD# 2059190) is an Investment Advisor Representative working at Wiara Investment Management, LLC in Menasha, WI and has over 33 years of experience in the finance industry.
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