RIA Intelligence

FINANCIAL WEALTH MANAGEMENT, LLC

CRD #140281 SEC #801-67249 MADISON, WI 608-276-9691
SEC Registered
Total AUM
$236M
Discretionary
$236M
Employees
3
Clients
0
Accounts
1,250

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 30, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HYLAND, DANIEL, PHILIPIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 30, 2020 REGISTERED

Notice Filings (6)

FL IL LA TX VT WI

Address

440 SCIENCE DRIVE
SUITE 302
MADISON, WI 53711
United States
Phone: 608-276-9691