SVA Plumb Wealth Management LLC

SVA Wealth Management, LLC, anteriormente conocida como SVA Plumb Wealth Management LLC, es una Compañía de Responsabilidad Limitada con sede en Wisconsin y cuenta con 63 empleados, de los cuales 38 son personal de asesoramiento. La firma atiende a un solo cliente y tiene un estado aprobado por la SEC, con su última fecha de registro informada el 9 de diciembre de 2011.

• CONNIE MARIE REDMAN

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• DANIEL GUYAN GIBSON

  VICE PRESIDENT posee menos de 5%

• DEBRA LYNN OSWALD

  VICE PRESIDENT posee menos de 5%

• JOHN ANTHONY BALTES

  CHIEF EXECUTIVE OFFICER posee menos de 5%

• MAUREEN ELLEN HANSEN

  PRESIDENT posee menos de 5%

• SVA FINANCIAL GROUP, LLC

  MANAGING MEMBER posee 75% o más

• TIMOTHY ROCK OBRIEN

  VICE PRESIDENT posee menos de 5%

• LAWRENCE WILLIAM CLAY

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• CARL ELMER SCHULTZ

  ELECTED MANAGER

• DIVERSIFIED SERVICES OF WISCONSIN, INC.

  MEMBER posee 75% o más

• JOEL G NETTESHEIM

  ELECTED MANAGER

• JOHN ANTHONY BALTES

  ELECTED MANAGER

• KATHRYN LEE NORTON

  ELECTED MANAGER

• MAUREEN ELLEN HANSEN

  ELECTED MANAGER

• Hansberger Growth Investors LP
• Mendota Financial Group LLC
• KENT Costello
• Madison Asset Management LLC
• RMR Wealth Advisors LLC
• Wisconsin Capital Management LLC
• Thompson Investment Management Inc
• John F SUBY Wealth Management LLC
• Isthmus Partners LLC
• Enrich Financial Partners LLC

• Key Findings from SVA Wealth Management, LLC Q3 vs. Q4 2020 13F Holdings Comparison

• SCHWAB STRATEGIC TR US MID-CAP ETF $93,997k
• SCHWAB STRATEGIC TR $67,921k
• JP MORGAN EXCHANGE TRADED FD $50,107k
• MICROSOFT CORP $19,207k
• Apple Inc $18,542k
• VISA INC COM CL A $15,217k
• JOHNSON & JOHNSON $12,820k
• JPMORGAN CHASE & CO $11,570k
• VANGUARD INDEX FDS GROWTH ETF $9,984k
• PEPSICO INC $9,694k