Real Wealth Advisors LLC
Financial planning in Brookfield, WI
State registeredNo commissions reported
Public-record details
- Address
- 300 North Executive Dr, Suite 125, Brookfield, WI 53005
- Phone
- (414) 808-2345
- Listed under
- Financial planning, Flat / fixed fees
- CRD number
- 318143
- Registration
- State registered: WI
- Compensation (Form ADV 5.E)
- Fixed fees; Other (Percentage of Assets Under Advisement)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Educational seminars/workshops
- Clients reported (Form ADV 5.D)
- 175
- Individual / high-net-worth clients
- 115 / 60
- Employees
- 7
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-02-24
Read the official record
- SEC IAPD summary for CRD 318143 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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