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PAVLIC INVESTMENT ADVISORS, INC.

DELAFIELD, WI · CRD 111246 · IAPD ↗ · 262-646-4300

$108.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — PAVLIC INVESTMENT ADVISORS, INC. (DELAFIELD, WI) is newly SEC-registered with $108.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.