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Firms / Wisconsin

Coveredbridge

Milwaukee, WI. Legal name: Coveredbridge, LLC

1 advisor

About the firm

A registered investment advisory firm based in Milwaukee, Wisconsin. Services include choosing other investment managers.

How they work

How they’re paid ?Other fees
Typical client size ?Not stated
Assets under management ?Not stated
Individual clientsNot stated
Median years of experience18
FoundedNot stated

Services

Choosing other investment managers

Advisors at Coveredbridge

1Advisors
18Median years of experience
1States with offices
–Offices
1 advisor · Coveredbridge
Coveredbridge
18yrs
Matthew Franey
Financial advisor
7306 N. Longacre Rd.
Milwaukee, WI 53217
More experience than 56% of advisors in Wisconsin
FiduciaryManager selection
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Also known as

Coveredbridge, LLC

About Coveredbridge

How do I contact Coveredbridge?

Call the main office at (610) 428-8867. The main office is at 7306 N. Longacre Rd., Milwaukee, WI 53217.

How is Coveredbridge paid?

The firm reports being paid by other fees. Ask for your total yearly cost in dollars.

What services does Coveredbridge offer?

Choosing other investment managers.

How many advisors work at Coveredbridge?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.