FILBRANDT WEALTH MANAGEMENT, LLC

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Filbrandt Wealth Management is based out of Middleton. Filbrandt Wealth Management is a large advisory firm with 404 clients and discretionary assets under management (AUM) of $781,985,798 (Form ADV from 2019-05-02). Their last reported 13F filing for Q4 2019 included $113,091,000 in managed 13F securities and a top 10 holdings concentration of 87.46%. Filbrandt Wealth Management's largest holding is Schwab U.S. Large-Cap ETF with shares held of 312,400. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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FILBRANDT WEALTH MANAGEMENT, LLC
8401 GREENWAY BLVD STE 212
MIDDLETON WI    53562
Country: United States

Business Phone: 608-836-3600
Fax: 608-836-7447
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WI
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 404
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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