FILBRANDT WEALTH MANAGEMENT, LLC
CRD #291914 SEC #801-112390 MIDDLETON, WI 608-836-3600
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
25
Clients
251
Accounts
469
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, MICHAEL, JOHN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
| FILBRANDT, PATRICIA, JEAN | I | FILBRANDT INVESTMENT ADVISERS INCORPORATED | D | Control |
Registrations
Federal
IA
Mar 25, 2021 REGISTERED
Notice Filings (19)
CA DC FL GA IA IL IN LA MA MD MI MN NC NE NY PA TX VA WI
Address
8401 GREENWAY BLVDSTE 212
MIDDLETON, WI 53562
United States
Phone: 608-836-3600