Filbrandt Wealth Management is an investment advisor in Middleton with $1.14 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823538929
SEC advisor number
801-112390
FINRA CRD number
291914
AUM ?
$1.14 bn
(as of 6 Aug 21)
Accounts
469
(as of 6 Aug 21)
Employees
25
(11 investment advisory or research)
Address
Filbrandt Wealth Management
8401 GREENWAY BOULEVARD
STE. 212
MIDDLETON
WI 53562
8401 GREENWAY BOULEVARD
STE. 212
MIDDLETON
WI 53562
Office hours
Monday - Friday, 8:00 AM -5:00PM
Phone
608-836-3600
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Filbrandt, Patricia, Jean | Chief Compliance Officer | 01/2018 | < 5% |
Filbrandt Investment Advisers Incorporated | Managing Member | 01/2018 | > 75% |
Filbrandt, Michael, John | Vice President | 05/2010 | 50-75% |
Filbrandt, Patricia, Jean | President, Secretary and Treasurer | 05/2010 | 50-75% |
Kornstedt, Scott, Lyle | Member | 01/2019 | < 5% |
Cliff, Travis, Richard | Member | 01/2019 | 5-10% |
Haygood, James, Matthew | Member | 01/2019 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Oct 21
13F-HR
Quarterly holdings report by institutional manager
7 Jul 21
13F-HR
Quarterly holdings report by institutional manager
21 Apr 21
13F-HR
Quarterly holdings report by institutional manager
20 Jan 21
13F-HR
Quarterly holdings report by institutional manager
29 Oct 20
13F-HR
Quarterly holdings report by institutional manager
11 Aug 20
13F-HR
Quarterly holdings report by institutional manager
30 Apr 20
13F-HR
Quarterly holdings report by institutional manager
10 Mar 20