Operose Advisors LLC
Milwaukee, WI·SEC-registered · CRD #287465
Operose Advisors LLC is an SEC-registered investment advisory firm in Milwaukee, WI managing $2.0B across 2.0k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
2.0k
Advisory staff
11
Fee model
Fee-based
How Operose Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Operose Advisors LLC
How much does Operose Advisors LLC manage?
Per its most recent SEC Form ADV filing (03/26/2026), Operose Advisors LLC reports $2.0B in regulatory assets under management across roughly 2.0k client accounts.
How does Operose Advisors LLC charge?
Operose Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Operose Advisors LLC a fiduciary?
Yes. Operose Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #287465), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Operose Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Operose Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Operose Advisors LLC's public SEC Form ADV filing (CRD #287465, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Operose Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Operose Advisors LLC? Claim this profile.