Lasalle Investment Advisors, INC.: new SEC registration, $134M AUM, Pewaukee, WI
Lasalle Investment Advisors, INC. (Pewaukee, Wisconsin): new SEC registration, $134M AUM, Pewaukee, WI. Its amount of 134 is above the median of 135 (50th percentile). Dated 219 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 134 · 50th percentile of 1,225 NewRiaPulse records · 1.0x the median
Free preview: all 10 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Lasalle Investment Advisors, INC. |
| Legal name | Lasalle Investment Advisors, INC. |
| CRD | 109303 |
| Status | Approved |
| Registered with the SEC | 2026-03-31 |
| Latest Form ADV filing | 2026-03-31 |
| Location | Pewaukee, WI, United States |
| Regulatory AUM | $133,609,468 |
| Accounts | 233 |
| Employees | 5 |
| amount percentile | 50th of 1,225 (median 135, 1.0x median) |
| Peer records CSV (18 WI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-31
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (WI first): Sentinel Advisory Group, LLC · Paladin Partners · Fiduciary Financial Planning Network · Sycamore Investment Consulting Services, LLC · Cmg Wealth Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Lasalle Investment Advisors, INC. and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Lasalle Investment Advisors, INC.'s amount: 50th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wisconsin peer: $3,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $134M under management.
What is the NewRiaPulse record for Lasalle Investment Advisors, INC. in Pewaukee, Wisconsin?
Lasalle Investment Advisors, INC. received SEC registration as an investment adviser (2026-03-31) with $133,609,468 in regulatory assets under management, based in Pewaukee, WI.
How does Lasalle Investment Advisors, INC. compare to other Wisconsin NewRiaPulse records?
Its amount of 134 sits in the upper half (50th percentile) of 1,225 records; the median is 135. It is 219 days old; check the official source for later updates before acting.
Lasalle Investment Advisors, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Lasalle Investment Advisors, INC. | Pewaukee, WI | 134 | 50th | 2026-03-31 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 | |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Wisconsin NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.