1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FILBRANDT WEALTH MANAGEMENT, LLC

Map pinMIDDLETON, WI
Phone608-836-3600
NotebookSEC #801-112390
Total AUM
$1.1B
Employees
25
Clients
469

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8401 GREENWAY BLVD
STE 212
MIDDLETON
WI 53562
United States
Operating Hours
8:00 AM -5:00PM
Monday - Friday
Phone
608-836-3600

ReceiptFinancials

Total AUM
$1.1B
Accounts
469
Discretionary
$1.1B
Accounts
465
Non-Discretionary
$12.8M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
111
AUM
$50.2M
HNW Individual Clients
358
AUM
$1.1B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAIAILINLAMAMDMIMNNCNENYPATXVAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account