CALCULATED WEALTH
Tel: 608-400-4072 2921 Landmark Place Suite 215-#332 Madison, Wisconsin 53713-4247
About CALCULATED WEALTH
CALCULATED WEALTH is a Madison, Wisconsin based financial advisory firm with nearly $129,000,000 in assets under management and provides investment advisory services for 483 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
318985
Firm SEC#:
801-131906
Assets Under Management:
$129,000,000
No. of Clients:
483
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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