CALCULATED WEALTH LLC

CALCULATED WEALTH LLC of MADISON, WI is an SEC-registered investment adviser (CRD 318985). Regulatory assets under management: $200.8M.

Registration

• CRD: 318985
• SEC file number: 801-131906
• Type: Registered investment adviser
• Location: 2921 LANDMARK PLACE, SUITE 215-#332, MADISON, WI, 53713-4247
• Phone: 608-400-4072
• Latest filing: 2026-04-09
• Regulatory AUM: $200.8M
• Discretionary AUM: $200.8M
• Clients: 5
• Accounts: 194

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318985 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search