Appleton Group Wealth Management LLC

100 W. Lawrence Street, Third Floor

Appleton, Wisconsin 54911


Web site:


Year firm founded: 2002

AUM: $91 million

Number of clients: 95 families and individuals in private client group

Client minimum: $1 million

Compensation: fee-only

Education: BA in music education and music composition, Lawrence University

Previous incarnations: junior high school music teacher; broker