SVA WEALTH MANAGEMENT, LLC

MADISON, Wisconsin·14 registered advisors·CRD# 159216
SEC# 801-728182608-824-8800
01

Firm Overview

AUM
$2.8B
Regulatory assets under management
Employees
63
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SVA WEALTH MANAGEMENT, LLC

14 registered advisors
Brian Howard Reamer
MADISON, Wisconsin
Carl Elmer Schultz
MADISON, Wisconsin
Daniel Guyan Gibson
MADISON, Wisconsin
Debra Lynn Oswald
MADISON, Wisconsin
Jack Robert Cotton
MADISON, Wisconsin
Joel G Nettesheim
MADISON, Wisconsin
John Anthony Baltes
MADISON, Wisconsin
Kathryn Lee Norton
MADISON, Wisconsin
Ken S Cavalluzzo
MADISON, Wisconsin
Kurt Gerard Krumholz
MADISON, Wisconsin
Maureen Ellen Hansen
MADISON, Wisconsin
Raymond Hughes Boysen
MADISON, Wisconsin
Sharon Lynne Reigstad
MADISON, Wisconsin
Timothy Rock Obrien
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
14 advisors

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Data sourced from SEC Form ADV filings. SVA WEALTH MANAGEMENT, LLC (CRD# 159216) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.