Overview
Assets Under Management: $142 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 78
Average Client Assets: $1.7 million
Frequently Asked Questions
CALCULATED WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318985), CALCULATED WEALTH is subject to fiduciary duty under federal law.
CALCULATED WEALTH is headquartered in MADISON, WI.
CALCULATED WEALTH serves 78 high-net-worth clients according to their SEC filing dated April 25, 2025. View client details ↓
According to their SEC Form ADV, CALCULATED WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
CALCULATED WEALTH manages $142 million in client assets according to their SEC filing dated April 25, 2025.
According to their SEC Form ADV, CALCULATED WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.79%
Average Client Assets: $1.7 million
Total Client Accounts: 315
Discretionary Accounts: 315
Regulatory Filings
CRD Number: 318985
Filing ID: 1983283
Last Filing Date: 2025-04-25 12:26:00