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Calculated Wealth LLC

● SEC registered since 2025CRD 318985SEC# 801-131906Madison, WI
Export (members)
Reg. AUM
$142.3M
Employees
4
Accounts
315
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 $142.3 million in regulatory assets under management and employs 4 people.
www.calcwealth.comView on SEC.gov ↗

Calculated Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Nathan Roger Byers ControlOwner And CcoOver 75%2022

Frequently asked questions

How much does Calculated Wealth LLC manage?

Calculated Wealth LLC reports $142.3 million in regulatory assets under management on its Form ADV.

How many employees does Calculated Wealth LLC have?

Calculated Wealth LLC reports 4 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

Address2921 Landmark Place, Suite 215-#332, Madison, WI 53713-4247
Phone608-400-4072
Office hours8:30 - 4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.3M
Non-discretionary$0
Total (RAUM)$142.3M