Wealth Manager
    SEC Registered
    Manages Private Funds

    Ellenbecker Investment Group

    Registered investment advisor · Waukesha, Wisconsin · CRD #173851

    Assets Under Management
    $2.1B
    Client Accounts
    2,287
    Employees
    51
    CRD Number
    173851
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ellenbecker Investment Group

    Ellenbecker Investment Group is an advisory firm offering investment management, financial planning, and counseling services. Established in 1996, it focuses on enhancing clients' financial wellbeing. For more details, visit their official website.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ellenbecker Investment Group

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Ellenbecker Investment Group's AUM?

    Ellenbecker Investment Group reports approximately $2.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ellenbecker Investment Group headquartered?

    Ellenbecker Investment Group is headquartered in Waukesha, Wisconsin.

    What is Ellenbecker Investment Group's CRD number?

    Ellenbecker Investment Group's CRD number is 173851. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ellenbecker Investment Group manage?

    Ellenbecker Investment Group manages approximately 2,287 client accounts according to its latest SEC filing.

    Is Ellenbecker Investment Group SEC registered?

    Yes, Ellenbecker Investment Group is registered with the SEC as an investment adviser with an approved registration status.

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