Martha Wurzburger
Lsia · Milwaukee, Wisconsin
Martha Wurzburger is a fee-only financial advisor at Lsia in Milwaukee, Wisconsin. Lsia reports charging a percentage of assets on its Form ADV.
Request an introduction to Martha →
Facts
| Firm | Lsia |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $932.1M across 432 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 2780843 |
| Exams passed | Series 65 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | mylsiainstitutional.com |
How Martha's firm compares
- Lsia's average account is about $2.2 million, from its Form ADV (assets managed divided by 432 accounts).
Request an introduction to Martha
Tell Martha a little about what you're looking for. Martha isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Martha
Is Martha Wurzburger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martha holds no broker registration, and Lsia reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martha charge for financial advice?
Martha's firm, Lsia, reports charging a percentage of assets on its SEC Form ADV.
Where is Martha Wurzburger based?
Martha Wurzburger is based in Milwaukee, Wisconsin.
Is Martha Wurzburger registered with the SEC?
Yes. Martha Wurzburger is registered as an investment adviser representative in TX and WI (CRD 2780843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lsia manage?
Lsia reports $932.1M across 432 accounts in assets under management.
How do I contact Martha Wurzburger?
Through Martha's website, mylsiainstitutional.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.