FINANCIAL WEALTH MANAGEMENT, LLC

FINANCIAL WEALTH MANAGEMENT, LLC of MADISON, WI is an SEC-registered investment adviser (CRD 140281). Regulatory assets under management: $236.0M.

Registration

• CRD: 140281
• SEC file number: 801-67249
• Type: Registered investment adviser
• Location: 440 SCIENCE DRIVE, SUITE 302, MADISON, WI, 53711
• Phone: 608-276-9691
• Latest filing: 2020-06-30
• Regulatory AUM: $236.0M
• Discretionary AUM: $236.0M
• Clients: 3
• Accounts: 1,250

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 140281 on SEC IAPD (source of record)
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