PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Wacker & Associates, Inc.

● SEC registered since 2025CRD 159879SEC# 801-132015Jackson, MN
Export (members)
Reg. AUM
$180.2M
Employees
4
Accounts
421
Location
Jackson, MN

Wacker & Associates, Inc. assets under management

Wacker & Associates, Inc. is a registered investment adviser overseen by the SEC based in Jackson, MN. The firm has been registered since 2025. It reports $180.2 million in regulatory assets under management and employs 4 people.

Wacker & Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Wade Mitchell Wacker ControlPresident & Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Wacker & Associates, Inc. manage?

Wacker & Associates, Inc. reports $180.2 million in regulatory assets under management on its Form ADV.

How many employees does Wacker & Associates, Inc. have?

Wacker & Associates, Inc. reports 4 employees.

Where is Wacker & Associates, Inc. located?

Wacker & Associates, Inc. is based in Jackson, MN and has been SEC-registered since 2025.

Does Wacker & Associates, Inc. disclose fund performance?

Wacker & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address208 Sherman Street, Jackson, MN 56143
Phone507-847-3886
Office hours8:30a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$180.2M▲ 27%
Jan '25 — $141.7MFeb '25 — $141.7MMar '25 — $141.7MApr '25 — $141.7MMay '25 — $141.7MJun '25 — $141.7MJul '25 — $141.7MAug '25 — $141.7MSep '25 — $141.7MOct '25 — $141.7MNov '25 — $141.7MDec '25 — $141.7MJan '26 — $141.7MFeb '26 — $141.7MMar '26 — $180.2MApr '26 — $180.2MMay '26 — $180.2MJun '26 — $180.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$180.2Mregulatory AUM
Discretionary $80.6MNon-discretionary $99.5M