Be advised. This firm is no longer registered.

Filbrandt Wealth Management, LLC

Filbrandt Wealth Management, LLC (CRD# 291914) is a financial advisory firm headquartered in Middleton, WI. They manage $1,140,088,820 in 469 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
8401 Greenway Blvd, Ste 212, Middleton, WI 53562
https://www.linkedin.com/company/filbrandt-
By the Numbers
  • Total Assets Under Management
    1,140
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $2,430,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, NC, NE, NY, PA, TX, VA, WI

Financial Advisors at Filbrandt Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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