Operose Advisors LLC

Registered investment advisor · Milwaukee, Wisconsin · CRD #287465

Assets Under Management

$2B

Client Accounts

1,655

Employees

CRD Number

287465

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

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

About Operose Advisors LLC

Operose Advisors LLC is an SEC-registered investment advisory firm founded in 2017, offering customized financial solutions including portfolio construction and performance reporting, primarily using mutual funds, ETFs, and alternative investments. The firm manages around $134 million in assets per advisor and does not charge performance-based fees.

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 Operose Advisors LLC

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Frequently Asked Questions

What is Operose Advisors LLC's AUM?

Operose Advisors LLC reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Operose Advisors LLC headquartered?

Operose Advisors LLC is headquartered in Milwaukee, Wisconsin.

What is Operose Advisors LLC's CRD number?

Operose Advisors LLC's CRD number is 287465. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.