ETF Model Solutions, LLC
● SEC registered since 2015CRD 168410SEC# 801-80785Appleton, WI
Reg. AUM
$18.1M
Employees
14
Accounts
220
Location
Appleton, WI
ETF Model Solutions, LLC assets under management
ETF Model Solutions, LLC operates as an SEC-registered investment adviser based in Appleton, WI. The firm has been registered since 2015. It reports $18.1 million in regulatory assets under management and employs 14 people.
ETF Model Solutions, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 0913, LLC | Member | 10-25% | 2013 |
| Larry L. Rice and Nancy e. Rice Joint Revocable Living Trust | Member | 10-25% | 2016 |
| Othmar Group, LLC | Member | 5-10% | 2013 |
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does ETF Model Solutions, LLC manage?
ETF Model Solutions, LLC reports $18.1 million in regulatory assets under management on its Form ADV.
How many employees does ETF Model Solutions, LLC have?
ETF Model Solutions, LLC reports 14 employees.
Where is ETF Model Solutions, LLC located?
ETF Model Solutions, LLC is based in Appleton, WI and has been SEC-registered since 2015.
Does ETF Model Solutions, LLC disclose fund performance?
ETF Model Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | W6272 Communication Court, Appleton, WI 54914-8531 |
| Phone | 920-785-6010 |
| Fax | 920-227-0521 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$18.1M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$18.1Mregulatory AUM
Discretionary $18.1M