Financial Wealth Management LLC

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CAFR Data
Financial Wealth Management LLC
CRD #140281
SEC #801-67249
CIK #
AUM $236.0 MM (100% Disc, 100% US, 2020-03-26)
Employees3 (67% Investors, 67% Brokers)
Phone608-276-9691
Address440 Science Drive
Madison, WI 53711
Source [IAPD] [Website]
Total AUM ($MM)
240192144964802006201120162021
Comparable Firms State AUM ($BB)
Kummer Financial Strategies Inc
CO 0.2
Berkeley Inc
ID 0.2
White Mountain Investment Inc
NH 0.2
Grant Koehler & Levin Ltd
WI 0.2
River Source Wealth Management LLC
NC 0.2
Sterling Asset Management Co Inc
NY 0.2
Three Bearings Fiduciary Advisors Inc
NH 0.2
Fieldstone Financial Management Group LLC
MA 0.2
Siena Wealth Management Inc
CA 0.2
Antman Lester Murray
CA 0.2
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