SVA Plumb Wealth Management LLC

SVA Wealth Management, LLC, formerly known as SVA Plumb Wealth Management LLC, is a Wisconsin-based Limited Liability Company with 63 employees, out of which 38 are advisory personnel. The firm caters to a single client and holds an SEC Approved status, with its last reported registration date being December 9, 2011.

• CONNIE MARIE REDMAN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DANIEL GUYAN GIBSON

  VICE PRESIDENT owns less than 5%

• DEBRA LYNN OSWALD

  VICE PRESIDENT owns less than 5%

• JOHN ANTHONY BALTES

  CHIEF EXECUTIVE OFFICER owns less than 5%

• MAUREEN ELLEN HANSEN

  PRESIDENT owns less than 5%

• SVA FINANCIAL GROUP, LLC

  MANAGING MEMBER owns 75% or more

• TIMOTHY ROCK OBRIEN

  VICE PRESIDENT owns less than 5%

• LAWRENCE WILLIAM CLAY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• CARL ELMER SCHULTZ

  ELECTED MANAGER

• DIVERSIFIED SERVICES OF WISCONSIN, INC.

  MEMBER owns 75% or more

• JOEL G NETTESHEIM

  ELECTED MANAGER

• JOHN ANTHONY BALTES

  ELECTED MANAGER

• KATHRYN LEE NORTON

  ELECTED MANAGER

• MAUREEN ELLEN HANSEN

  ELECTED MANAGER

• KENT Costello
• THUN Financial Advisors LLC
• Financial Wealth Management LLC
• Mendota Financial Group LLC
• John F SUBY Wealth Management LLC
• Thompson Investment Management Inc
• Hansberger Growth Investors LP
• Coordinated Capital Securities Inc
• Isthmus Partners LLC
• Resonant Capital Advisors 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
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• 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