Michael a. Dubis Financial Planning, LLC
CRD 121419SEC# 801-108044Middleton, WI
No longer SEC-registered. Michael a. Dubis Financial Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$272.5M
Employees
1
Accounts
327
Location
Middleton, WI
Michael a. Dubis Financial Planning, LLC assets under management
Michael a. Dubis Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Middleton, WI. It reports $272.5 million in regulatory assets under management and employs 1 people.
Michael a. Dubis Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Anthony Dubis Control | Chief Compliance Officer / Managing Member | Over 75% | 2002 |
Frequently asked questions
How much does Michael a. Dubis Financial Planning, LLC manage?
Michael a. Dubis Financial Planning, LLC reports $272.5 million in regulatory assets under management on its Form ADV.
How many employees does Michael a. Dubis Financial Planning, LLC have?
Michael a. Dubis Financial Planning, LLC reports 1 employees.
Where is Michael a. Dubis Financial Planning, LLC located?
Michael a. Dubis Financial Planning, LLC is based in Middleton, WI.
Does Michael a. Dubis Financial Planning, LLC disclose fund performance?
Michael a. Dubis Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8383 Greenway Blvd., Suite 600, Middleton, WI 53562 |
| Office hours | Various |
| Discloses disciplinary history | No |
Regulatory AUM
$272.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$272.5Mregulatory AUM
Discretionary $272.5M