Frequently Asked Questions (FAQ) About
SVA Plumb Wealth Management LLC
- Where is SVA Plumb Wealth Management LLC Located
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1221 JOHN Q HAMMONS DRIVE, MADISON, WI
- SVA Plumb Wealth Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: SVA Plumb Wealth Management LLC, while the legal name is: SVA WEALTH MANAGEMENT, LLC
- SVA Plumb Wealth Management LLC: How many employees does the firm employ?
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SVA Plumb Wealth Management LLC has 63 employees, of which 38 are employees in advisory roles
- SVA Plumb Wealth Management LLC: How many clients does the firm serve?
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It serves 1 clients.
- SVA Plumb Wealth Management LLC: What are the top holdings of this firm?
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SCHWAB STRATEGIC TR US MID-CAP ETF SCHWAB STRATEGIC TR JP MORGAN EXCHANGE TRADED FD MICROSOFT CORP Apple Inc VISA INC COM CL A JOHNSON & JOHNSON JPMORGAN CHASE & CO VANGUARD INDEX FDS GROWTH ETF PEPSICO INC
- SVA Plumb Wealth Management LLC: What other investment firms are located in the vicinity?
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Enrich Financial Partners LLC Madison Investment Holdings Inc Poehling Capital Management Inc Madison Asset Management LLC Mendota Financial Group LLC Financial Wealth Management LLC Members Capital Advisors Inc Isthmus Partners LLC BAKER TILLY INVESTMENT SERVICES RMR Wealth Advisors LLC