WEALTH MANAGEMENT LLC
CRD #109074 SEC #801-54769 APPLETON, WI 920-731-3525
SEC Registered
Total AUM
$151.2M
Discretionary
$151.2M
Employees
--
Clients
51
Accounts
679
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 21, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERGMANN, CHARLES, H. | I | MANAGER | NA | Control |
| BERGMANN, CHARLES, H. | I | MANAGER | NA | Control |
| BERGMANN, CHARLES, HENRY | I | ELECTED MANAGER | NA | Control |
| BERGMANN, CHARLES, HENRY | I | ELECTED MANAGER | NA | Control |
| BERGMANN, CHARLES, HENRY | I | ELECTED MANAGER | NA | Control |
| BERGMANN, CHARLES, HENRY | I | MANAGER | NA | Control |
| BERGMANN, CHARLES, HENRY | I | ELECTED MANAGER | NA | Control |
| BERGMANN, CHARLES, HENRY | I | MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | ELECTED MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | ELECTED MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | ELECTED MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | ELECTED MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | MANAGER | NA | Control |
| COGLIANESE, ROBERT, DENNIS | I | MANAGER | NA | Control |
| COONEN, LORI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COONEN, LORI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COONEN, LORI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COONEN, LORI, MARIE | I | COMPLIANCE OFFICER | NA | Control |
| COONEN, LORI, MARIE | I | COMPLIANCE OFFICER | NA | Control |
| COONEN, LORI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COONEN, LORI, MARIE | I | COMPLIANCE OFFICER | NA | Control |
| DIAS, JANE, ELIZABETH | I | EXECUTIVE OFFICER | NA | Control |
| DIAS, JANE, ELIZABETH | I | EXECUTIVE OFFICER | NA | Control |
| DIAS, JANE, ELIZABETH | I | EXECUTIVE OFFICER | NA | Control |
| DIAS, JANE, ELIZABETH | I | EXECUTIVE OFFICER | NA | Control |
| DIAS, JANE, ELIZABETH | I | EXECUTIVE OFFICER | NA | Control |
| DIAS, JANE, ELIZABETH | I | EXECUTIVE OFFICER | NA | Control |
| FEVOLA, SIMONE, ORLANDO | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FEVOLA, SIMONE, ORLANDO | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FEVOLA, SIMONE, ORLANDO | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FUSS, AMY, MARIE | I | OPERATIONS OFFICER | NA | Control |
| FUSS, AMY, MARIE | I | OPERATIONS OFFICER | NA | Control |
| FUSS, AMY, MARIE | I | OPERATIONS OFFICER | NA | Control |
| FUSS, AMY, MARIE | I | TREASURER | NA | Control |
| FUSS, AMY, MARIE | I | TREASURER | NA | Control |
| FUSS, AMY, MARIE | I | OPERATIONS OFFICER | NA | Control |
| FUSS, AMY, MARIE | I | TREASURER | NA | Control |
| LONG, DENNIS, JAMES | I | MANAGER | NA | Control |
| LONG, DENNIS, JAMES | I | MANAGER | NA | Control |
| LONG, DENNIS, JAMES | I | MANAGER | NA | Control |
| LONG, DENNIS, JAMES | I | MANAGER | NA | Control |
| LONG, DENNIS, JAMES | I | MANAGER | NA | Control |
| MONICA, RONALD, A | I | MANAGER | NA | Control |
| MONICA, RONALD, A | I | MANAGER | NA | Control |
| MONICA, RONALD, A | I | MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | ELECTED MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | ELECTED MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | ELECTED MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | ELECTED MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | ELECTED MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | ELECTED MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | ELECTED MANAGER | NA | Control |
| MONICA, RONALD, ANTHONY | I | MANAGER | NA | Control |
| SCHMITZ, LAWRENCE, W. | I | ELECTED MANAGER | NA | Control |
| SCHMITZ, LAWRENCE, W. | I | ELECTED MANAGER | NA | Control |
| SCHMITZ, LAWRENCE, W. | I | ELECTED MANAGER | NA | Control |
| WYPISZINSKI, JOHN, PAUL | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| WYPISZINSKI, JOHN, PAUL | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| WYPISZINSKI, JOHN, PAUL | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PUTMAN, JAMES, EARL | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PUTMAN, JAMES, EARL | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PUTMAN, JAMES, EARL | I | CHAIRMAN OF BOARD OF MANAGERS | D | Control |
| PUTMAN, JAMES, EARL | I | CHAIRMAN OF BOARD OF MANAGERS | D | Control |
| PUTMAN, JAMES, EARL | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PUTMAN, JAMES, EARL | I | CHAIRMAN OF BOARD OF MANAGERS | D | Control |
| PUTMAN, JAMES, EARL | I | PRESIDENT | D | Control |
| PUTMAN, JAMES, EARL | I | PRESIDENT | D | Control |
| PUTMAN, JAMES, EARL | I | PRESIDENT | D | Control |
| PUTMAN, JAMES, EARL | I | CHIEF EXECUTIVE OFFICER | D | Control |
| PUTMAN, JAMES, EARL | I | PRESIDENT | D | Control |
| PUTMAN, JAMES, EARL | I | PRESIDENT | D | Control |
| FEVOLA, SIMONE, ORLANDO | I | MEMBER | B | |
| FEVOLA, SIMONE, ORLANDO | I | MEMBER | B | |
| FEVOLA, SIMONE, ORLANDO | I | MEMBER | B | |
| MOFFAT, JOHN, L | I | VICE PRESIDENT | B | Control |
| MOFFAT, JOHN, L | I | VICE PRESIDENT | B | Control |
| FEVOLA, SIMONE, ORLANDO | I | PRESIDENT | A | Control |
| FEVOLA, SIMONE, ORLANDO | I | PRESIDENT | A | Control |
| FEVOLA, SIMONE, ORLANDO | I | PRESIDENT | A | Control |
| FEVOLA, SIMONE, ORLANDO | I | PRESIDENT | A | Control |
| SMITH, DON, CHARLES | I | TREASURER | A | Control |
| SMITH, DON, CHARLES | I | MEMBER | A | Control |
| SMITH, DON, CHARLES | I | MEMBER | A | Control |
| SMITH, DON, CHARLES | I | TREASURER | A | Control |
| SMITH, DON, CHARLES | I | MEMBER | A | Control |
Registrations
Federal
IA
Oct 21, 2005 REGISTERED
Notice Filings (5)
AZ IL MI MN WI
Address
W6272 COMMUNICATION COURTAPPLETON, WI 54914
USA
Phone: 920-731-3525