Wealth Manager
    SEC Registered
    Manages Private Funds

    Landaas & Company

    Registered investment advisor · Milwaukee, Wisconsin · CRD #47487

    Assets Under Management
    $1.9B
    Client Accounts
    4,098
    Employees
    27
    CRD Number
    47487
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Charles Schwab & Co., Inc.

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

    About Landaas & Company

    Landaas & Company is an independent investment advisory firm established in 1987, focused on individual investors with customized, low-risk portfolios and a commitment to high ethical standards. It operates without ties to banks or brokerages, emphasizing long-term client relationships and steady performance.

    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 Landaas & Company

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    Frequently Asked Questions

    What is Landaas & Company's AUM?

    Landaas & Company reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Landaas & Company headquartered?

    Landaas & Company is headquartered in Milwaukee, Wisconsin.

    What is Landaas & Company's CRD number?

    Landaas & Company's CRD number is 47487. 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 Landaas & Company manage?

    Landaas & Company manages approximately 4,098 client accounts according to its latest SEC filing.

    Is Landaas & Company SEC registered?

    Yes, Landaas & Company is registered with the SEC as an investment adviser with an approved registration status.

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