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Building 2SVA WEALTH MANAGEMENT, LLC

Map pinMADISON, WI
Phone608-824-8800
NotebookSEC #801-72818
Total AUM
$2.8B
Employees
63
Clients
1,406

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 53717-4966
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
608-824-8800
Other Offices
2

ReceiptFinancials

Total AUM
$2.8B
Accounts
5,156
Discretionary
$2.7B
Accounts
5,120
Non-Discretionary
$39M
Accounts
36

ContactClients

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Individual Clients
548
AUM
$206.4M
HNW Individual Clients
703
AUM
$1.7B
Banking Clients
1
AUM
$434.8M
Pension/Profit Sharing Plan Clients
111
AUM
$350.1M
Charitable Organization Clients
20
AUM
$26.2M
Corporation or Business Clients
23
AUM
$26.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAIAIDILINKSLAMAMIMNMONCNHNMNYOHPATXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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