Walleye Partners LLC logo

Walleye Partners LLC

Updated today

Client assets under management

$276,678,000

Clients

93

55% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

31

Low

Average account size

$2,975,032

About

Walleye Partners LLC provides investment advisory services to individual and high‑net‑worth clients, primarily through discretionary managed accounts and by recommending or overseeing third‑party sub‑advisors. The firm delivers tailored investment recommendations and written strategies, charging asset‑based fees assessed on a quarterly basis and recommending the use of an independent custodian for account custody.

The firm’s investment process is centered on matching asset allocation and investment strategies to each client’s objectives, time horizon, and risk tolerance, and may incorporate approaches such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Walleye Partners documents client restrictions on discretionary authority, supervises sub‑advisors it engages, and notes material considerations such as tax implications and the use of service providers that employ artificial intelligence.

Compared with many peers, the firm’s principal maintains outside affiliations — membership in another advisory firm and partial ownership of a venture capital vehicle that charges performance‑based fees to accredited investors — and the firm states it will not solicit client investments in that vehicle but may inform clients of its existence. The firm is also newly established yet manages several hundred million in assets with a small advisory team and provides a one‑time financial plan to clients, which differs from firms that commonly offer ongoing planning.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities

Fee options

Percentage

$0 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% Over $10,000,000+: 0.40%

Other

Account minimum: $500,000

Main office location

Walleye Partners LLC

551 W Main Street, Suite 200

Madison WI 53703, United States

Number of offices

1

Most active in

Illinois · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Corbin M

Series 63, Series 65

Madison, WI

Walleye Partners LLC

Corbin Mcguire is a financial advisor at Walleye Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Artisan Partners Limited Partnership, Heartland Advisors, Inc., and ALPS Distributors, Inc. Outside of his advisory role, he serves as a head coach at University School of Milwaukee. Walleye Partners LLC provides investment advisory services primarily to individual and high-net-worth clients through discretionary managed accounts and oversight of third-party sub-advisors. The firm focuses on tailoring investment strategies to client objectives and risk tolerance, incorporating methods such as dollar-cost averaging and technical analysis.

Annuities
user avatar

Matthew G

CFA®, Series 66

Madison, WI

Walleye Partners LLC

Matthew Goetzke is a CFA® charterholder with 25 years of industry experience. He is currently with Walleye Partners LLC, where he has worked since 2024, and previously spent 19 years at Mendota Financial Group, LLC. He serves as a board member of Madison Ice Inc., a nonprofit that owns and operates ice rinks in Madison, WI. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on tailored investment recommendations and discretionary managed accounts. The firm emphasizes aligning asset allocation with client objectives and risk tolerance, supervises sub-advisors, and incorporates various investment approaches including dollar-cost averaging and technical analysis.

Annuities
user avatar

Brian D

PFS™, Series 63, Series 65

Madison, WI

Walleye Partners LLC

Brian Donley is a financial advisor at Walleye Partners LLC in Madison, WI, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including 14 years at Mendota Financial Group, LLC. Donley is also a member of another advisory firm and part-owner of a venture capital vehicle that charges performance-based fees to accredited investors. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on discretionary managed accounts and oversight of third-party sub-advisors. The firm’s investment process aligns asset allocation and strategies with clients’ objectives, time horizons, and risk tolerances, incorporating techniques like dollar-cost averaging and technical analysis.

Annuities
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