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Building 2SVA WEALTH MANAGEMENT, INC.

Map pinMADISON, WI
Phone608-824-8800
NotebookSEC #801-30842
Total AUM
$924.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 JOHN Q HAMMONS DRIVE
MADISON
WI 53717-2912
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
608-824-8800

ReceiptFinancials

Total AUM
$924.8M
Accounts
3,146
Discretionary
$742.5M
Accounts
2,956
Non-Discretionary
$182.3M
Accounts
190

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILMAMIMNNHNYORTXWAWI

HandshakeAffiliates

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

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