SVA Wealth Management LLC

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Assets, Funds, Holdings

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SVA Wealth Management LLC
CRD #159216
SEC #801-72818
CIK #
AUM $2.7 BB (99% Disc, 100% US)
Employees63 (60% Investors, 0% Brokers)
Phone608-824-8800
Address1221 John Q Hammons Drive
Madison, WI 53717-4966
Links IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SCHM 79.9
FNDF 49.8
JPUS 41.1
SCHX 39.4
DON 32.5
EES 32.4
AAPL 843,560.0 18.6
SCHA 14.9
JNJ 369,000.0 13.8
MSFT 865,660.0 12.7
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Holdings by Sector ($BB)
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