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

Building 2SAFEGUARD WEALTH MANAGEMENT

Map pin
Phone920-544-0576
NotebookSEC #801-125915
Total AUM
$601M
Employees
10
Clients
543

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
920-544-0576
Other Offices
7

ReceiptFinancials

Total AUM
$601M
Accounts
1,312
Discretionary
$598.4M
Accounts
1,303
Non-Discretionary
$2.6M
Accounts
9

ContactClients

View more in analytics →

Individual Clients
278
AUM
$2.5M
HNW Individual Clients
265
AUM
$598.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINLAMAMIMONCNJOHPATXVAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account