SVA WEALTH MANAGEMENT, INC.
CRD #105197 SEC #801-30842 MADISON, WI 608-826-2300
SEC Registered
Total AUM
$795M
Discretionary
$692.7M
Employees
--
Clients
101
Accounts
2,475
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2011 | $924.8M | $742.5M | $182.3M | -- | -- |
| Aug 2011 | $910M | $709M | $201M | -- | -- |
| Aug 2011 | $910M | $709M | $201M | -- | -- |
| Aug 2011 | $910M | $709M | $201M | -- | -- |
| Aug 2011 | $910M | $709M | $201M | -- | -- |
| Jun 2011 | $910M | $709M | $201M | -- | -- |
| Jun 2011 | $910M | $709M | $201M | -- | -- |
| May 2011 | $910M | $709M | $201M | -- | -- |
| Mar 2009 | $695.6M | $534.8M | $160.8M | -- | -- |
| Jan 2008 | $795M | $692.7M | $102.3M | -- | -- |
| Jan 2008 | $795M | $692.7M | $102.3M | -- | -- |
| Aug 2007 | $795M | $692.7M | $102.3M | -- | -- |
| Jun 2007 | $795M | $692.7M | $102.3M | -- | -- |
| Mar 2007 | $795M | $692.7M | $102.3M | -- | -- |
| Mar 2007 | $795M | $692.7M | $102.3M | -- | -- |
| Jan 2007 | $599.3M | $542.3M | $57M | -- | -- |
| Nov 2006 | $599.3M | $542.3M | $57M | -- | -- |
| Jan 2006 | $455.2M | $374.3M | $81M | 10 | -- |
| Mar 2004 | $353.5M | $295.2M | $58.3M | -- | -- |
| Oct 2003 | $252.4M | $222.6M | $29.8M | 10 | -- |
| Mar 2002 | $254M | $202.4M | $51.6M | 10 | -- |
| Sep 2001 | $259.7M | $221.1M | $38.6M | 10 | -- |
DateAug 2011
Total AUM$924.8M
Discretionary$742.5M
Non-Disc.$182.3M
Employees--
Clients--
DateAug 2011
Total AUM$910M
Discretionary$709M
Non-Disc.$201M
Employees--
Clients--
DateAug 2011
Total AUM$910M
Discretionary$709M
Non-Disc.$201M
Employees--
Clients--
DateAug 2011
Total AUM$910M
Discretionary$709M
Non-Disc.$201M
Employees--
Clients--
DateAug 2011
Total AUM$910M
Discretionary$709M
Non-Disc.$201M
Employees--
Clients--
DateJun 2011
Total AUM$910M
Discretionary$709M
Non-Disc.$201M
Employees--
Clients--
DateJun 2011
Total AUM$910M
Discretionary$709M
Non-Disc.$201M
Employees--
Clients--
DateMay 2011
Total AUM$910M
Discretionary$709M
Non-Disc.$201M
Employees--
Clients--
DateMar 2009
Total AUM$695.6M
Discretionary$534.8M
Non-Disc.$160.8M
Employees--
Clients--
DateJan 2008
Total AUM$795M
Discretionary$692.7M
Non-Disc.$102.3M
Employees--
Clients--
DateJan 2008
Total AUM$795M
Discretionary$692.7M
Non-Disc.$102.3M
Employees--
Clients--
DateAug 2007
Total AUM$795M
Discretionary$692.7M
Non-Disc.$102.3M
Employees--
Clients--
DateJun 2007
Total AUM$795M
Discretionary$692.7M
Non-Disc.$102.3M
Employees--
Clients--
DateMar 2007
Total AUM$795M
Discretionary$692.7M
Non-Disc.$102.3M
Employees--
Clients--
DateMar 2007
Total AUM$795M
Discretionary$692.7M
Non-Disc.$102.3M
Employees--
Clients--
DateJan 2007
Total AUM$599.3M
Discretionary$542.3M
Non-Disc.$57M
Employees--
Clients--
DateNov 2006
Total AUM$599.3M
Discretionary$542.3M
Non-Disc.$57M
Employees--
Clients--
DateJan 2006
Total AUM$455.2M
Discretionary$374.3M
Non-Disc.$81M
Employees10
Clients--
DateMar 2004
Total AUM$353.5M
Discretionary$295.2M
Non-Disc.$58.3M
Employees--
Clients--
DateOct 2003
Total AUM$252.4M
Discretionary$222.6M
Non-Disc.$29.8M
Employees10
Clients--
DateMar 2002
Total AUM$254M
Discretionary$202.4M
Non-Disc.$51.6M
Employees10
Clients--
DateSep 2001
Total AUM$259.7M
Discretionary$221.1M
Non-Disc.$38.6M
Employees10
Clients--