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CALCULATED WEALTH

MADISON, WI · CRD 318985 · IAPD ↗ · calcwealth.com · 608-400-4072

$200.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — CALCULATED WEALTH added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
February 2026 — CALCULATED WEALTH reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2026 — CALCULATED WEALTH reported RAUM up 41% ($142.3M -> $200.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2025 — CALCULATED WEALTH (MADISON, WI) is newly SEC-registered with $129.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.