W
$26.2M Total AUM
$20.8M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2009
- Office Locations
- 1
Office Locations
600 East Wisconsin AVE Suite 107 Milwaukee WI
About Warden Wealth Management, LLC
Warden Wealth Management is an independent Milwaukee-based RIA serving families with personalized, long-term financial planning and portfolio management. The firm emphasizes clear, objective advice, risk management, and goal-driven asset allocation/portfolio construction. Portfolios primarily use ETFs and public funds, supported by custodial relationships including Fidelity/NFS.
Team overview
-- AVG AGE
$26.2M AVG AUM / ADVISOR
$770.6K AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
THOMAS JOSEPH WARDEN
Chief Compliance Officer, Managing Member, Senior Vice President
- CRD
- #2866001
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,800,000 | -- |
| Non-Discretionary | $5,400,000 | -- |
| Total | $26,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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