Wiara Investment Management, LLC

Wiara Investment Management, LLC is a fee-only investment adviser registered with the securities regulator of Wisconsin, with its main office in Menasha, Wisconsin. On its latest Form ADV, filed March 31, 2026, it reports $2.3M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Wisconsin
Firm CRD number	151324
Office	806 Valley Road, Suite 14 Menasha, WI 54952
Phone	(920) 733-5200
Website	Not listed
Regulatory assets under management	$2.3M ($2.3M discretionary)
Individual clients	Fewer than 5
Financial planning clients	Not reported
How it charges	Percentage of assets
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	March 31, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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