Claim Profile
BR

Brian Howard Reamer

SVA PLUMB WEALTH MANAGEMENT, LLC·MADISON, Wisconsin
Unclaimed Profile
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717-4966CRD# 1758796Firm CRD# 159216
01

About

Brian Howard Reamer is a registered financial advisor based in MADISON, Wisconsin, affiliated with SVA PLUMB WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SVA WEALTH MANAGEMENT, LLC
SVA WEALTH MANAGEMENT, LLC
AUM
$2.8B
Regulatory assets under management
Employees
63
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1758796
Firm CRD# 159216
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MADISON?

Browse all registered financial advisors in MADISON, Wisconsin or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Howard Reamer offer?
Brian Howard Reamer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Brian Howard Reamer's credentials?
Brian Howard Reamer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Howard Reamer located?
Brian Howard Reamer is based in MADISON, Wisconsin, working with SVA PLUMB WEALTH MANAGEMENT, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Brian Howard Reamer charge for services?
Brian Howard Reamer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SVA PLUMB WEALTH MANAGEMENT, LLC?
SVA PLUMB WEALTH MANAGEMENT, LLC has approximately 63 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty