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Warden Wealth Management, LLC (Milwaukee)


Warden Wealth Management, LLC is an adviser based in Milwaukee. It manages $15.8 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2009.




Warden Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Warden Wealth Management: assets under management

The assets under management (AUM) of Warden Wealth Management, LLC is $15.8 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.2 million in discretionary accounts and $6.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $306.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $165 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Warden Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Milwaukee

The principal office where Warden Wealth Management, LLC performs its advisory services is located at 758 North Broadway, Milwaukee, WI 53202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-270-4500 or by fax 414-270-4501. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday.


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