CALCULATED WEALTH LLC
Doing business as CALCULATED WEALTH. SEC Form ADV profile.
Total regulatory AUM
$200,778,956
Discretionary
$200,778,956
Non-discretionary
$0
Firm details
- CRD number
- 318985
- SEC file number
- 801-131906
- Main office
- MADISON, WI, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://www.calcwealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.