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FINANCIAL WEALTH MANAGEMENT, LLC
FINANCIAL WEALTH MANAGEMENT, LLC
MADISON, Wisconsin
·
1 registered advisor
·
CRD# 140281
SEC# 801-67249
0
608-276-9691
01
Firm Overview
AUM
$236M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at FINANCIAL WEALTH MANAGEMENT, LLC
1 registered advisor
Daniel Philip Hyland
MADISON, Wisconsin
CRD# 1015074
05
Office Locations
MADISON, Wisconsin
1 advisor
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Data sourced from SEC Form ADV filings. FINANCIAL WEALTH MANAGEMENT, LLC (CRD# 140281) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.