Manske Wealth Management, LLC

Manske Wealth Management, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities, managing about $707 million for roughly 480 clients through a team of ten advisors. The firm offers standalone financial planning engagements as well as ongoing asset management, typically delivered on an asset-based fee basis.

MWM tailors portfolios to clients’ goals and risk tolerances, using a mix of mutual funds, ETFs, individual stocks and bonds, and, when appropriate, allocations to Independent Managers, hedge funds, and unit investment trusts; the firm measures success against client-specific objectives rather than standard market benchmarks. The brochure describes a multi-method investment analysis (fundamental, technical, and cyclical) and notes quarterly monitoring with at least annual client reviews.

Distinctive features disclosed in the brochure include that MWM is the sponsor and manager of the Manske Wealth Management Wrap Program, offering combined management and brokerage under a single annualized fee, and that some Supervised Persons are registered representatives of a broker‑dealer (PKS) who may receive commissions or 12b‑1 fees with fee‑offset arrangements for certain ERISA accounts. The firm’s brochure also shows a modest $1,500 minimum annual fee, does not indicate a focus on high‑net‑worth clients, and notes the use of third‑party ratings in its marketing, each of which is less common among comparable team firms.