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WARDEN WEALTH MANAGEMENT, LLC
CRD 150493 · SEC 801-70370
600 EAST WISCONSIN AVE, SUITE 107, MILWAUKEE, WI, 53202, United States
Phone
414-270-4500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.2M
Discretionary AUM
$20.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.0M |
| High net worth individuals | 24 | $25.2M |
All web addresses on file
Official SEC filing: View on IAPD