CLIFTON GUNDERSON WEALTH ADVISORS LLC
SEC file number 801-58266
· MIDDLETON, WI
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$847.8M
Discretionary AUM
$847.8M
Employees
—
Clients
1000
Firm
- Address
- 8215 GREENWAY BLVD.
MIDDLETON, WI 53562 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- 46 Clifton Holdings LLC Low name-match confidence · CIK 2116835 · NJ
- Advanced Surgery Center of Clifton, LLC Low name-match confidence · CIK 2051286 · NJ
- Clifton First Offshore Fund, Ltd. Low name-match confidence · CIK 2078736 · FL
- Clifton First Onshore Fund LP Low name-match confidence · CIK 2025404 · FL
- Merion Clifton Park Capital Partner, L.P. Low name-match confidence · CIK 2081064 · PA
- Merion Clifton Park, L.P. Low name-match confidence · CIK 2075924 · PA
- Preferential Capital Management LLC - Clifton Series A Low name-match confidence · CIK 2106891 · TX
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Clifton First Offshore Fund, Ltd. · D/A · Sep 10, 2026
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Clifton First Onshore Fund LP · D/A · Jul 9, 2026
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Advanced Surgery Center of Clifton, LLC · D · Jun 15, 2026$20K
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46 Clifton Holdings LLC · D · Mar 11, 2026$6M
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Preferential Capital Management LLC - Clifton Series A · D · Jan 27, 2026$2M
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Clifton First Offshore Fund, Ltd. · D · Sep 11, 2025
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Merion Clifton Park Capital Partner, L.P. · D · Aug 14, 2025$1.7M
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Merion Clifton Park, L.P. · D/A · Aug 6, 2025$40M
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Merion Clifton Park, L.P. · D/A · Jul 17, 2025$40M
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Clifton First Onshore Fund LP · D/A · Jul 14, 2025
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Merion Clifton Park, L.P. · D · Jul 9, 2025$40M
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Advanced Surgery Center of Clifton, LLC · D · Jan 8, 2025$221.9K