Pavlic Investment Advisors, INC.: new SEC registration, $109M AUM, Delafield, WI
Pavlic Investment Advisors, INC. (Delafield, Wisconsin): new SEC registration, $109M AUM, Delafield, WI. Its amount of 109 is below the median of 134 (22nd percentile). Dated 183 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, 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: 109 · 22th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Pavlic Investment Advisors, INC. |
| Legal name | Pavlic Investment Advisors, INC. |
| CRD | 111246 |
| Status | Approved |
| Registered with the SEC | 2026-05-05 |
| Latest Form ADV filing | 2026-05-04 |
| Location | Delafield, WI, United States |
| Regulatory AUM | $108,843,269 |
| Accounts | 195 |
| Employees | 2 |
| Website | https://www.linkedin.com/company/pavlic-investment-advisors-inc. |
| amount percentile | 22th of 1,149 (median 134, 0.8x 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: 2026-05-05
- Data refreshed: 2026-10-28
- 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, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Pavlic Investment Advisors, INC. and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Pavlic Investment Advisors, INC.'s amount: 22nd percentile of 1,149 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)
45 / 100 Score
- $109M under management.
- Website on file.
What is the NewRiaPulse record for Pavlic Investment Advisors, INC. in Delafield, Wisconsin?
Pavlic Investment Advisors, INC. received SEC registration as an investment adviser (2026-05-05) with $108,843,269 in regulatory assets under management, based in Delafield, WI.
How does Pavlic Investment Advisors, INC. compare to other Wisconsin NewRiaPulse records?
Its amount of 109 is below the median (22th percentile); smaller records often move faster and face less competition. It is 183 days old; check the official source for later updates before acting.
Pavlic Investment Advisors, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Pavlic Investment Advisors, INC. | Delafield, WI | 109 | 22nd | 2026-05-05 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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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.