WEALTH MANAGEMENT LLC of APPLETON, WI is an SEC-registered investment adviser (CRD 109074). Regulatory assets under management: $131.5M.
| Name | Role | Location |
|---|---|---|
| Smith Lamont Charles | MEMBER; TREASURER | DENVER, CO |
| MONICA RONALD ANTHONY | ELECTED MANAGER; MANAGER | — |
| COGLIANESE ROBERT DENNIS | ELECTED MANAGER; MANAGER | — |
| PUTMAN JAMES EARL | CHAIRMAN OF BOARD OF MANAGERS; CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| BERGMANN CHARLES HENRY | ELECTED MANAGER; MANAGER | — |
| COONEN LORI MARIE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; DIRECTOR OF FINANCIAL PLANNING | — |
| FEVOLA SIMONE ORLANDO | CHIEF INVESTMENT OFFICER; MEMBER; PRESIDENT | — |
| DIAS JANE ELIZABETH | EXECUTIVE OFFICER | — |
| FUSS AMY MARIE | CHIEF COMPLIANCE OFFICER & OPERATIONS OFFICERE; OPERATIONS OFFICER; TREASURER | — |
| LONG KENNETH JAMES | MANAGER | — |
| MOFFAT JOHN L | VICE PRESIDENT | — |
| MONICA RONALD A | MANAGER | — |
| WYPISZINSKI JOHN PAUL | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| SCHMITZ LAWRENCE W | ELECTED MANAGER; ELECTED MEMBER | — |
| BERGMANN CHARLES H | MANAGER | — |