# SVA WEALTH MANAGEMENT, INC.

SVA WEALTH MANAGEMENT, INC. of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 105197
- Type: SEC-registered investment adviser
- SEC file number: 801-30842
- Location: 1221 JOHN Q HAMMONS DRIVE, MADISON, WI, 53717-2912
- Phone: 608-826-2300
- Latest filing: 2011-08-29
- Regulatory AUM: $924.8M
- Discretionary AUM: $742.5M
- Non-discretionary AUM: $182.3M
- Clients: 11
- Accounts: 3,146

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| COTTON JOE ROBERT | DIRECTOR; SHAREHOLDER, DIRECTOR; SHAREHOLDER/DIRECTOR (+3 more) | — |
| GEBERT JULIE JANE | CHIEF COMPLIANCE OFFICER | — |
| WELSH NICHOLAS J | DIRECTOR, SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| NORTON JONI LEE | DIRECTOR | — |
| PLUMB THOMAS GERALD | DIRECTOR; PRESIDENT/DIRECTOR | — |
| OBRIEN TIMOTHY ROCK | DIRECTOR; VICE PRESIDENT/DIRECTOR | — |
| KRUMHOLZ KURT GERARD | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT; CHIEF COMPLIANCE OFFICER/ VP; SHAREHOLDER AND PRESIDENT (+3 more) | — |
| SCHULTZ CARL ELMER | DIRECTOR; SECRETARY/DIRECTOR; SHAREHOLDER, DIRECTOR (+1 more) | — |
| BALTES JOHN ANTHONY | DIRECTOR; DIRECTOR, SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| BENTZLER RITA KAY | CHIEF COMPLIANCE OFFICER | — |
| BOYSEN RAYMOND HUGHES | DIRECTOR; SHAREHOLDER, DIRECTOR; SHAREHOLDER, DIRECTOR, PRESIDENT (+3 more) | — |
| BONG CINDY LOU | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/SEC/TREAS | — |
| SHERRY TIMOTHY WARD | DIRECTOR, PRESIDENT, SHAREHOLDER; DIRECTOR, SHAREHOLDER; DIRECTOR, SHAREHOLDER, SEC/TREAS (+2 more) | — |
| BRADLEY KELLY J | DIRECTOR, SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| WEYENBERG GLEN E | DIRECTOR, SHAREHOLDER; SHAREHOLDER/DIRECTOR; SHAREHOLDER/DIRECTOR/SEC/TREASURER | — |
| SUBY JOHN FREDERIK | CHAIRMAN OF BOARD; DIRECTOR | — |
| ROLLER NORMAN HAROLD | DIRECTOR; DIRECTOR, SHAREHOLDER | — |
| BARDELL RITA KAY | CHIEF COMPLIANCE OFFICER | — |
| REIGSTAD SHARON LYNNE | CHIEF COMPLIANCE OFFICER | — |
| BOLSTAD CARL OLAF | SHAREHOLDER | — |
| KRUMHOLZ KURT | SHAREHOLDER; SHAREHOLDER AND PRESIDENT; SHAREHOLDER, VICE PRESIDENT | — |
| KOECHEL TIMOTHY ARLEY | SHAREHOLDER, DIRECTOR, SECRETARY/TREASURER; SHAREHOLDER, SECRETARY/TREASURER | — |
| CUMMINGS JAMES CHANDLER | DIRECTOR | — |
| LADWIG SHARON LYNNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105197/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105197/similar
- Related entities: https://search.stillhousedata.com/firm/105197/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105197

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.