Tcp Wealth Management LLC

Tcp Wealth Management LLC (CRD# 304270) is a financial advisory firm headquartered in Verona, WI. They manage $3,170,000 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

9618 Watts Rd Apt 213, Apt 213, Verona, WI 53719

By the Numbers

Total Assets Under Management

3

MILLION
Total Number of Accounts

52

ACCOUNTS
Average Account Value

$60,962

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Tcp Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

David W. Coursey

CRD#: 7119884

9618 Watts Rd Apt 213, Apt 213, Verona, WI 53719

David Coursey (CRD# 7119884) is an Investment Advisor Representative working at Tcp Wealth Management LLC in Verona, WI and has over 5 years of experience in the finance industry.

Tyler R. Gruhl

CRD#: 7723759

9618 Watts Rd Apt 213, Apt 213, Verona, WI 53719

Tyler Gruhl (CRD# 7723759) is an Investment Advisor Representative working at Tcp Wealth Management LLC in Verona, WI and has 1 year of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals