CALCULATED WEALTH LLC
Legal name: CALCULATED WEALTH
CRD #318985 SEC #801-131906 MADISON, WI 608-400-4072
SEC Registered
Total AUM
$142.3M
Discretionary
$142.3M
Employees
4
Clients
26
Accounts
315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $142.3M | $142.3M | $0 | 4 | 4 |
| Apr 2025 | $142.3M | $142.3M | $0 | 4 | 4 |
| Mar 2025 | $142.3M | $142.3M | $0 | 4 | 4 |
| Mar 2025 | $142.3M | $142.3M | $0 | 4 | 4 |
| Jan 2025 | $129M | $129M | $0 | 4 | 4 |
| Jan 2025 | $129M | $129M | $0 | 4 | 4 |
DateApr 2025
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees4
Clients4
DateApr 2025
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees4
Clients4
DateMar 2025
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees4
Clients4
DateMar 2025
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees4
Clients4
DateJan 2025
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees4
Clients4
DateJan 2025
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees4
Clients4