Calculated Wealth
Calculated Wealth is an SEC-registered wealth manager in Madison, WI with $200.8M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Calculated Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318985, SEC 801-131906, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $200.8M (2026-04-09)
- Firm type
- Wealth Manager
- Location
- Madison, WI
- Employees
- 5
- Clients
- 194
- CRD
- 318985
- Ownership
- Byers, Nathan, Roger
How much AUM does Calculated Wealth have?
Calculated Wealth reported $200.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Calculated Wealth?
Disclosed owners and executives of Calculated Wealth include Byers, Nathan, Roger. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.