SEC Form ADV

CONCEPTUAL FINANCIAL ADVISORS, LLC

Registered Investment AdviserWI
$189.9M
Assets Under Management
778
Total Clients
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Registration Details

Accession
CRD-167513
Location
APPLETON, WI
Filing Date
January 15, 2026
AUM
$189.9M
Total Clients
778
Amendment
No

About this Adviser

CONCEPTUAL FINANCIAL ADVISORS, LLC is a registered investment adviser headquartered in APPLETON, WI, managing approximately $189.9M in assets across 778 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.