Calculated Wealth
10yrs
10 years in the industry
Calculated Wealth
Madison, WI. Legal name: Calculated Wealth LLC
About the firm
A registered investment advisory firm based in Madison, Wisconsin, with about 3 offices. It manages about $201 million for roughly 194 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.03 million
Assets under management ?$201 million
Individual clients194
Median years of experience6
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Calculated Wealth
3Advisors
6Median years of experience
1States with offices
3Offices
Also known as
Stillpoint Capital · Calculated Wealth LLC
About Calculated Wealth
How do I contact Calculated Wealth?
Call the main office at (608) 400-4072. The main office is at 2921 Landmark Place Suite 215-#332, Madison, WI 53713.
How is Calculated Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Calculated Wealth offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Calculated Wealth?
We list 3 advisors 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.