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Wallman, Charles Stephen (Middleton)


Wallman, Charles Stephen is a large advisory firm based in Middleton. It manages $46.81 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Wisconsin.

Wallman, Charles Stephen provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wallman, Charles Stephen: assets under management

The assets under management (AUM) of Wallman, Charles Stephen is $46.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $955.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wallman, Charles Stephen for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Middleton

The principal office where Wallman, Charles Stephen performs its advisory services is located at 8803 Airport Road, Middleton, WI 53562, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-798-0499 or by fax 603-954-8499. The normal business hours are 8:00 am to 3:00 pm on Monday - Friday.


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