WARNKE/NICHOLS LTD.

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UUID310f39e4-512f-5b2c-a928-b294e7df430e

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:33

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	112181	112181	—	1.0
sec_file_number	801-79230	801-79230	—	—

Profile

WebsiteHTTP://WWW.WARNKENICHOLS.COM

HQ CityDELAFIELD

HQ StateWI

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)190,788,695.0
RAUM (discretionary)183,924,925.0
Actionable assets170,069,258.0
Accounts286.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM170,069,258.0

As of 2025-02-14 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
RAMER, ANDY, PATRICK	SHAREHOLDER	OFFICER	—	{"filing_id": "2014199", "owner_id": "5125831", "source": "adv_part1", "table": "Schedule_A_B"}
WARNKE, WILLIAM, ROLAND	VICE PRESIDENT/TREASURER	OFFICER	—	{"filing_id": "2014199", "owner_id": "4398470", "source": "adv_part1", "table": "Schedule_A_B"}
NICHOLS, STEVEN, ROSS	PRESIDENT	EMPLOYEE	—	{"filing_id": "2014199", "owner_id": "2006460", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

RAMER, ANDY, PATRICK

SHAREHOLDER

OFFICER

—

{"filing_id": "2014199", "owner_id": "5125831", "source": "adv_part1", "table": "Schedule_A_B"}

WARNKE, WILLIAM, ROLAND

VICE PRESIDENT/TREASURER

OFFICER

—

{"filing_id": "2014199", "owner_id": "4398470", "source": "adv_part1", "table": "Schedule_A_B"}

NICHOLS, STEVEN, ROSS

PRESIDENT

EMPLOYEE

—

{"filing_id": "2014199", "owner_id": "2006460", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:33 • csv
```
{
  "date_submitted": "09/04/2025 12:37:05 PM",
  "filing_id": "2014199",
  "reg_type": "IA"
}
```

WARNKE/NICHOLS LTD.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1