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Building 2WARDEN WEALTH MANAGEMENT, LLC

Map pinMILWAUKEE, WI
Phone414-270-4500
NotebookSEC #801-70370
Total AUM
$15.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
758 NORTH BROADWAY
SUITE 904
MILWAUKEE
WI 53202
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
414-270-4500

ReceiptFinancials

Total AUM
$15.8M
Accounts
70
Discretionary
$9.2M
Accounts
30
Non-Discretionary
$6.6M
Accounts
40

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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