Calculated Wealth - Investment Advisers

About Calculated Wealth

Calculated Wealth LLC is an investment adviser headquartered in Madison, Wisconsin. The firm reports $200.78 million in regulatory assets under management and five employees. It is one of the investment advisers in Wisconsin and is listed in the Directory of US Investment Advisers. The firm describes itself as a fee-only fiduciary retirement planning practice. Its work centers on people who are approaching retirement or are already retired, and it helps them with the financial decisions that come with that stage of life. In addition to its Madison headquarters, it has branch offices in Roseville, Minnesota, and St. Louis, Missouri. The firm states that it aims to keep client relationships personal and responsive, with regular conversations that build enough shared context to feel familiar and productive. Note: Only two link slots were provided, so the text uses both of them.

Key Facts

Assets Under Management

$200.78M

Employees

5

SEC File Number

801-131906