Overview
Assets Under Management: $2.6 billion
Headquarters: MADISON, WI
High-Net-Worth Clients: 639
Average Client Assets: $2.4 million
Frequently Asked Questions
SVA PLUMB 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 #159216), SVA PLUMB WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SVA PLUMB WEALTH MANAGEMENT, LLC is headquartered in MADISON, WI.
SVA PLUMB WEALTH MANAGEMENT, LLC serves 639 high-net-worth clients according to their SEC filing dated September 05, 2018. View client details ↓
According to their SEC Form ADV, SVA PLUMB WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SVA PLUMB WEALTH MANAGEMENT, LLC manages $2.6 billion in client assets according to their SEC filing dated September 05, 2018.
According to their SEC Form ADV, SVA PLUMB WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 639
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.92%
Average Client Assets: $2.4 million
Total Client Accounts: 4,849
Discretionary Accounts: 4,815
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 159216
Filing ID: 1239045
Last Filing Date: 2018-09-05 10:48:00