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MCKINLEY MONEY, LLC

EAU-CLAIRE, WI · CRD 145571 · IAPD ↗ · wpr.com · (715) 835-2732

$163.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — MCKINLEY MONEY, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
June 2025 — MCKINLEY MONEY, LLC changed its website from wealthmanagement.com to wpr.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
April 2025 — MCKINLEY MONEY, LLC (EAU-CLAIRE, WI) is newly SEC-registered with $134.8M 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.