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SVA Wealth Management Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

SVA Wealth Management is a small financial services firm based in Madison, Wisconsin, that emphasizes personalized service to address each client's unique financial needs. The firm's advisory approach centers on fiduciary responsibility for clients' assets, together with comprehensive wealth and retirement planning as clients move through different life stages. The company offers financial planning and investment management to individuals seeking ongoing guidance and support for long-term goals. Operating in the financial services sector, SVA aims to sustain long-term client relationships by providing tailored assistance. In August 2023, SVA was recognized as a Great Place To Work, marking the sixth consecutive year of certification.

Find SVA Wealth Management employees' phone numbers or email addresses

SVA Wealth Management Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

SVA Wealth Management's Leadership

  • Stylized image of a person
    C. K.
    Client Relations Specialist And Assistant Portfolio Manager
    Mobile Phone
  • Stylized image of a person
    J. T.
    Client Relations Supervisor
    Mobile Phone

SVA Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from SVA Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. K.
    Client Relations Specialist And Assistant Portfolio Manager
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. T.
    Client Relations Supervisor
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is SVA Wealth Management known for?

Minus sign iconPlus sign iconSVA Wealth Management was founded in 1994 operates in the Financial Services industry. Explore SVA Wealth Management's company overview page for more information.

What is SVA Wealth Management's most common email format?

Minus sign iconPlus sign iconSVA Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SVA Wealth Management email formats with LeadIQ.

How many employees does SVA Wealth Management have currently?

Minus sign iconPlus sign iconSVA Wealth Management has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are SVA Wealth Management's key employees and leadership?

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As of July 2026, SVA Wealth Management's key employees include:

  • Client Relations Specialist And Assistant Portfolio Manager: C. K.
  • Client Relations Supervisor: J. T.

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