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CALCULATED WEALTH
CALCULATED WEALTH LLC
CRD 318985 · SEC 801-131906
2921 LANDMARK PLACE, SUITE 215-#332, MADISON, WI, 53713-4247, United States
Phone
608-400-4072
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.8M
Discretionary AUM
$200.8M
Team
5 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $192.2M |
| High net worth individuals | 40 | $8.5M |
States served
CA, MN, OH, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD