Warden Wealth Management, LLC

Warden Wealth Management, LLC (CRD# 150493) is a financial advisory firm headquartered in Milwaukee, WI. They manage $22,200,000 in 109 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
770 N Jefferson St, Suite 230, Milwaukee, WI 53202
http://www.wardenwealth.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $203,670
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Warden Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Warden, financial advisor Milwaukee WI
Thomas J. Warden
CRD#: 2866001
770 N Jefferson St, Suite 230, Milwaukee, WI 53202

Thomas Warden (CRD# 2866001) is an Investment Advisor Representative working at Warden Wealth Management, LLC in Milwaukee, WI and has over 26 years 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.

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