# SVA WEALTH MANAGEMENT, LLC

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

## Registration

- CRD: 159216
- Type: SEC-registered investment adviser
- SEC file number: 801-72818
- Location: 1221 JOHN Q HAMMONS DRIVE, MADISON, WI, 53717-4966
- Phone: 608-824-8800
- Latest filing: 2020-09-04
- Regulatory AUM: $2.8B
- Discretionary AUM: $2.7B
- Non-discretionary AUM: $39.0M
- Clients: 63
- Accounts: 5,156

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| COTTON JOE ROBERT | DIRECTOR; ELECTED MANAGER; ELECTED MANAGER/CHAIRPERSON | — |
| NORTON JONI LEE | DIRECTOR/TREASURER; ELECTED MANAGER; ELECTED MANAGER/TREASURER | — |
| HANSEN CARRIE ELLEN | ELECTED MANAGER; ELECTED MANAGER/PRESIDENT; ELECTED MANAGER/VICE PRESIDENT (+2 more) | — |
| PLUMB THOMAS GERALD | ELECTED MANAGER; ELECTED MANAGER/CEO; ELECTED MANAGER/PRESIDENT (+4 more) | — |
| OBRIEN TIMOTHY ROCK | ELECTED MANAGER; ELECTED MANAGER/VICE PRESIDENT; VICE PRESIDENT (+1 more) | — |
| REDMAN CONNIE MARIE | CHIEF COMPLIANCE OFFICER | — |
| KRUMHOLZ KURT GERARD | ELECTED MANAGER; ELECTED MANAGER/VICE PRESIDENT; VICE PRESIDENT | — |
| SCHULTZ CARL ELMER | ELECTED MANAGER; ELECTED MANAGER/CHAIRPERSON; SECRETARY/DIRECTOR | — |
| BALTES JOHN ANTHONY | CHIEF EXECUTIVE OFFICER; ELECTED MANAGER; ELECTED MANAGER/CHIEF EXECUTIVE OFFICER (+1 more) | — |
| BOYSEN RAYMOND HUGHES | ELECTED MANAGER; ELECTED MANAGER/VICE PRESIDENT; VICE PRESIDENT/DIRECTOR | — |
| BAKER KRISTINE MARIE | SECRETARY | — |
| REIGSTAD SHARON LYNNE | CHIEF COMPLIANCE OFFICER; ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | — |
| CAVALLUZZO KEN S | ELECTED MANAGER/VICE PRESIDENT; VICE PRESIDENT | — |
| REAMER BRIAN HOWARD | ELECTED MANAGER/VICE PRESIDENT; VICE PRESIDENT | — |
| OSWALD DEBRA LYNN | VICE PRESIDENT | — |
| CLAY LAWRENCE WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| GIBSON DANIEL GUYAN | VICE PRESIDENT | — |
| NETTESHEIM JOEL G | ELECTED MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159216/similar
- Related entities: https://search.stillhousedata.com/firm/159216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159216

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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.