{
  "crd_number": 318985,
  "slug": "calculated-wealth-madison-wi-318985",
  "primary_business_name": "CALCULATED WEALTH",
  "legal_name": "CALCULATED WEALTH LLC",
  "dbas": [
    "STILLPOINT CAPITAL"
  ],
  "city": "Madison",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "31540",
  "metro": {
    "cbsa_code": "31540",
    "common_name": "Madison",
    "msa_name": "Madison, WI",
    "path": "/advisors/wi/madison"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-19",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": 200778956.0,
  "raum_discretionary": 200778956.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 192236781.0,
      "count": 154
    },
    "high_net_worth_individuals": {
      "raum": 8542175.0,
      "count": 40
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MN",
    "OH",
    "TX",
    "WI"
  ],
  "websites": [
    "https://calcwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318985",
  "city_as_filed": "MADISON",
  "url": "https://advisorcensus.com/firm/calculated-wealth-madison-wi-318985",
  "display_name": "Calculated Wealth",
  "summary": "Calculated Wealth is an SEC-registered investment advisory firm in Madison, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.",
  "citation": "AdvisorCensus. Calculated Wealth (CRD 318985): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Calculated Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Calculated Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Calculated Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated January 19, 2026 states: Hourly rate: $400 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Calculated Wealth located?",
      "a": "Calculated Wealth's principal office is in Madison, WI, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Calculated Wealth registered with the SEC or a state?",
      "a": "Calculated Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 318985."
    },
    {
      "q": "How much does Calculated Wealth manage?",
      "a": "Calculated Wealth reports $200,778,956 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Calculated Wealth's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Calculated Wealth: Regulatory assets under management: $142,298,803 in the October 2025 data and $200,778,956 in the October 2026 data, up 41%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Calculated Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (154); high net worth individuals (40)."
    },
    {
      "q": "Which custodians does Calculated Wealth use?",
      "a": "Calculated Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Calculated Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318985"
    },
    {
      "q": "Does Calculated Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 19, 2026 says: \"Our minimum account size requirement is $500,000. This requirement may be negotiable in certain situations.\""
    },
    {
      "q": "What changed in Calculated Wealth's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $142,298,803 to $200,778,956 (+41%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 142298803.0,
      "total_employees": 4,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 200778956.0,
      "total_employees": 5,
      "filing_date": "2026-04-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $142,298,803 to $200,778,956 (+41%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $400 an hour (Financial Planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum account size requirement is $500,000. This requirement may be negotiable in certain situations."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (Financial Planning)"
        ],
        "quotes": [
          "Financial Planning fee is also available for an hourly rate of $400 per hour, depending on complexity."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning"
        }
      ]
    },
    "quotes": [
      "Our minimum account size requirement is $500,000. This requirement may be negotiable in certain situations.",
      "Financial Planning fee is also available for an hourly rate of $400 per hour, depending on complexity."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/calculated-wealth-madison-wi-318985.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 154,
      "fewer_than_5": false,
      "raum": 192236781.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 8542175.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318985",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}