Be advised. This firm is no longer registered.

Sva Wealth Management, LLC

Sva Wealth Management, LLC (CRD# 159216) is a financial advisory firm headquartered in Madison, WI. They manage $2,772,917,980 in 5,156 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,773
    MILLION
  • Total Number of Accounts
    5,156
    ACCOUNTS
  • Average Account Value
    $537,804
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IA, ID, IL, IN, KS, LA, MA, MI, MN, MO, NC, NH, NM, NY, OH, PA, TX, VA, WA, WI

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