Overview
Assets Under Management: $187 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 65
Average Client Assets: $1.7 million
Frequently Asked Questions
FINANCIAL 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 #140281), FINANCIAL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FINANCIAL WEALTH MANAGEMENT, LLC is headquartered in MADISON, WI.
FINANCIAL WEALTH MANAGEMENT, LLC serves 65 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL WEALTH MANAGEMENT, LLC manages $187 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, FINANCIAL WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.82%
Average Client Assets: $1.7 million
Total Client Accounts: 1,000
Discretionary Accounts: 1,000
Regulatory Filings
CRD Number: 140281
Filing ID: 1184940
Last Filing Date: 2018-03-30 17:16:00