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MADISON WEALTH MANAGEMENT SERVICES, INC.
MADISON, WI
(608)833-9393
SEC #801-67948Total AUM
$31.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
579 D'ONOFRIO DR., SUITE 207
MADISON
WI 53719
USA
MADISON
WI 53719
USA
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
(608)833-9393
Financials
Total AUM
$31.9M
Accounts
110Discretionary
$31.9M
Accounts
110Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.