# Launch Wealth Management

> Launch Wealth Management is a state-registered investment advisory firm in Waukesha, WI, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 338414
- Filed as: LAUNCH WEALTH MANAGEMENT
- Legal name: Launch Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Waukesha, WI
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338414
- AdvisorCensus page: https://advisorcensus.com/firm/launch-wealth-management-waukesha-wi-338414

## Quick answers

**How is Launch Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Launch Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Launch Wealth Management located?**
Launch Wealth Management's principal office is in Waukesha, WI, according to its Form ADV.

**Is Launch Wealth Management registered with the SEC or a state?**
Launch Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338414.

**How much does Launch Wealth Management manage?**
Launch Wealth Management reports $5,625,865 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**Does Launch Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338414

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,625,865
- Discretionary: $5,625,865
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,312,373 |
| High net worth individuals | Fewer than 5 | $4,313,492 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- launch-wm.com
- LinkedIn @joe-thompson414

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Launch Wealth Management (CRD 338414): Form ADV filing data as of October 2026.
