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

Building 2LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

Map pinMADISON, WI
Phone608-286-1321
NotebookSEC #801-135775
Total AUM
$115.3M
Employees
6
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6410 ENTERPRISE LANE
SUITE 120
MADISON
WI 53719
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
608-286-1321

ReceiptFinancials

Total AUM
$115.3M
Accounts
608
Discretionary
$115.3M
Accounts
608
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
249
AUM
$48.1M
HNW Individual Clients
42
AUM
$66.6M
Charitable Organization Clients
1
AUM
$613.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER FEE FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCAILNYTXUTWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account