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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 8, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Byers, Nathan, Roger | I | OWNER AND CCO | E | Control |
| Byers, Nathan, Roger | I | OWNER AND CCO | E | Control |
| Byers, Nathan, Roger | I | OWNER AND CCO | E | Control |
| Byers, Nathan, Roger | I | OWNER AND CCO | E | Control |
| Byers, Nathan, Roger | I | OWNER AND CCO | E | Control |
| Byers, Nathan, Roger | I | OWNER AND CCO | E | Control |
| Byers, Nathan, Roger | I | OWNER AND CCO | E | Control |
Registrations
Federal
IA
Apr 8, 2025 REGISTERED
Notice Filings (6)
CA FL MN OH TX WI
Address
2921 LANDMARK PLACESUITE 215-#332
MADISON, WI 53713-4247
United States
Phone: 608-400-4072