Overview
Assets Under Management: $1.0 billion
Headquarters: MIDDLETON, WI
High-Net-Worth Clients: 267
Average Client Assets: $3.6 million
Frequently Asked Questions
FILBRANDT WEALTH MANAGEMENT, LLC 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 #291914), FILBRANDT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FILBRANDT WEALTH MANAGEMENT, LLC is headquartered in MIDDLETON, WI.
FILBRANDT WEALTH MANAGEMENT, LLC serves 267 high-net-worth clients according to their SEC filing dated January 03, 2018. View client details ↓
According to their SEC Form ADV, FILBRANDT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FILBRANDT WEALTH MANAGEMENT, LLC manages $1.0 billion in client assets according to their SEC filing dated January 03, 2018.
According to their SEC Form ADV, FILBRANDT WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 267
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.99%
Average Client Assets: $3.6 million
Total Client Accounts: 386
Discretionary Accounts: 304
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 291914
Filing ID: 1159667
Last Filing Date: 2018-01-03 17:08:00