SVA WEALTH MANAGEMENT, LLC
CRD #159216 SEC #801-72818 MADISON, WI 608-824-8800
SEC Registered
Total AUM
$2.8B
Discretionary
$2.7B
Employees
63
Clients
251
Accounts
5,156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2020 | $2.8B | $2.7B | $39M | 63 | 7 |
| Aug 2020 | $2.8B | $2.7B | $39M | 63 | 7 |
| Jun 2020 | $2.7B | $2.6B | $33.8M | 63 | 1 |
| Oct 2019 | $2.7B | $2.6B | $33.8M | 63 | 1 |
| Sep 2019 | $2.7B | $2.6B | $33.8M | 63 | 1 |
| Aug 2019 | $2.7B | $2.6B | $33.8M | 63 | 1 |
| Jul 2019 | $2.6B | $2.6B | $30.6M | 63 | 21 |
| Jun 2019 | $2.6B | $2.6B | $30.6M | 63 | 21 |
| Apr 2019 | $2.6B | $2.6B | $30.6M | 63 | 21 |
| Apr 2019 | $2.6B | $2.6B | $30.6M | 63 | 21 |
| Sep 2018 | $2.6B | $2.6B | $30.6M | 63 | 21 |
| Aug 2018 | $2.6B | $2.6B | $30.6M | 63 | 21 |
| May 2018 | $2.3B | $2.3B | $22M | 63 | 21 |
| Aug 2017 | $2.3B | $2.3B | $22M | 63 | 1,300 |
| Aug 2016 | $2.1B | $2B | $108.5M | 69 | 1,300 |
| Feb 2016 | $2B | $2B | $36.3M | 71 | 1,300 |
| Aug 2015 | $2B | $2B | $36.3M | 71 | 1,300 |
| Jan 2015 | $2B | $1.9B | $32.4M | 66 | 1,200 |
| Aug 2014 | $1.5B | $1.5B | $20.2M | 48 | 1,200 |
| Apr 2014 | $1.2B | $1.2B | $18.8M | 37 | 1,200 |
| Feb 2014 | $1.2B | $1.2B | $18.8M | 37 | 1,200 |
| Nov 2013 | $1.2B | $1.2B | $18.8M | 37 | 1,200 |
| Aug 2013 | $1.2B | $1.2B | $18.8M | 37 | 1,200 |
| Aug 2013 | $1.2B | $1.2B | $18.8M | 37 | 1,200 |
| Feb 2013 | $1B | $956.6M | $54.4M | 36 | 1,000 |
| Jan 2013 | $1B | $956.6M | $54.4M | 36 | 1,000 |
| Sep 2012 | $1B | $956.6M | $54.4M | 11 | 1,000 |
| Aug 2012 | $1B | $956.6M | $54.4M | 11 | 1,000 |
| Aug 2012 | $940.5M | $710.5M | $230M | 11 | 900 |
| Apr 2012 | $940.5M | $710.5M | $230M | 11 | 900 |
| Mar 2012 | $940.5M | $710.5M | $230M | 11 | 900 |
| Dec 2011 | $925M | $743M | $182M | 11 | 900 |
| Nov 2011 | $925M | $743M | $182M | 11 | 900 |
DateSep 2020
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$39M
Employees63
Clients7
DateAug 2020
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$39M
Employees63
Clients7
DateJun 2020
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$33.8M
Employees63
Clients1
DateOct 2019
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$33.8M
Employees63
Clients1
DateSep 2019
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$33.8M
Employees63
Clients1
DateAug 2019
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$33.8M
Employees63
Clients1
DateJul 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30.6M
Employees63
Clients21
DateJun 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30.6M
Employees63
Clients21
DateApr 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30.6M
Employees63
Clients21
DateApr 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30.6M
Employees63
Clients21
DateSep 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30.6M
Employees63
Clients21
DateAug 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30.6M
Employees63
Clients21
DateMay 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$22M
Employees63
Clients21
DateAug 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$22M
Employees63
Clients1,300
DateAug 2016
Total AUM$2.1B
Discretionary$2B
Non-Disc.$108.5M
Employees69
Clients1,300
DateFeb 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$36.3M
Employees71
Clients1,300
DateAug 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$36.3M
Employees71
Clients1,300
DateJan 2015
Total AUM$2B
Discretionary$1.9B
Non-Disc.$32.4M
Employees66
Clients1,200
DateAug 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$20.2M
Employees48
Clients1,200
DateApr 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$18.8M
Employees37
Clients1,200
DateFeb 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$18.8M
Employees37
Clients1,200
DateNov 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$18.8M
Employees37
Clients1,200
DateAug 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$18.8M
Employees37
Clients1,200
DateAug 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$18.8M
Employees37
Clients1,200
DateFeb 2013
Total AUM$1B
Discretionary$956.6M
Non-Disc.$54.4M
Employees36
Clients1,000
DateJan 2013
Total AUM$1B
Discretionary$956.6M
Non-Disc.$54.4M
Employees36
Clients1,000
DateSep 2012
Total AUM$1B
Discretionary$956.6M
Non-Disc.$54.4M
Employees11
Clients1,000
DateAug 2012
Total AUM$1B
Discretionary$956.6M
Non-Disc.$54.4M
Employees11
Clients1,000
DateAug 2012
Total AUM$940.5M
Discretionary$710.5M
Non-Disc.$230M
Employees11
Clients900
DateApr 2012
Total AUM$940.5M
Discretionary$710.5M
Non-Disc.$230M
Employees11
Clients900
DateMar 2012
Total AUM$940.5M
Discretionary$710.5M
Non-Disc.$230M
Employees11
Clients900
DateDec 2011
Total AUM$925M
Discretionary$743M
Non-Disc.$182M
Employees11
Clients900
DateNov 2011
Total AUM$925M
Discretionary$743M
Non-Disc.$182M
Employees11
Clients900