# WEALTH MANAGEMENT LLC

WEALTH MANAGEMENT LLC of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 109074
- Type: SEC-registered investment adviser
- SEC file number: 801-54769
- Location: W6272 COMMUNICATION COURT, APPLETON, WI, 54914
- Phone: 920-731-3525
- Latest filing: 2009-10-28
- Regulatory AUM: $131.5M
- Discretionary AUM: $131.5M
- Clients: 6
- Accounts: 447

## Officers, owners & control persons (15)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109074/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109074/similar
- Related entities: https://search.stillhousedata.com/firm/109074/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109074

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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.