Calculated Wealth LLC
● SEC registered since 2025CRD 318985SEC# 801-131906Madison, WI
Reg. AUM
$200.8M
Employees
5
Accounts
194
Location
Madison, WI
Calculated Wealth LLC assets under management
Calculated Wealth LLC is an investment advisory firm registered with the SEC based in Madison, WI. The firm has been registered since 2025. It reports $200.8 million in regulatory assets under management and employs 5 people.
Calculated Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Roger Byers Control | Owner And Cco | Over 75% | 2022 |
Frequently asked questions
How much does Calculated Wealth LLC manage?
Calculated Wealth LLC reports $200.8 million in regulatory assets under management on its Form ADV.
How many employees does Calculated Wealth LLC have?
Calculated Wealth LLC reports 5 employees.
Where is Calculated Wealth LLC located?
Calculated Wealth LLC is based in Madison, WI and has been SEC-registered since 2025.
Does Calculated Wealth LLC disclose fund performance?
Calculated Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2921 Landmark Place, Suite 215-#332, Madison, WI 53713-4247 |
| Phone | 608-400-4072 |
| Office hours | 8:30 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$200.8M▲ 56%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$200.8Mregulatory AUM
Discretionary $200.8M