SVA Wealth Management Employee Directory

Q: What is SVA Wealth Management known for?

SVA Wealth Management was founded in 1994. SVA Wealth Management operates in the Financial Services industry.

Q: How many employees does SVA Wealth Management have currently?

SVA Wealth Management has approximately 51 employees.

Financial ServicesUnited States51-200 Employees

SVA Wealth Management believes personalized service, while meeting the unique financial needs of each of our clients, is the key to maintaining long-term relationships. Our financial planning and investment professionals recognize the fiduciary responsibility they have for our clients’ assets, as well as their wealth and retirement planning, as they progress through every stage of life.

Find SVA Wealth Management employees' phone numbers or email addresses

SVA Wealth Management Global Highlights

North America
13

United States Of America
13

SVA Wealth Management's Leadership

T. O.
Principal, Portfolio Manager
Mobile Phone
Email
C. K.
Client Relations Specialist And Assistant Portfolio Manager
Mobile Phone
Email
S. H.
Manager - Tax / Business Advisory Service
Mobile Phone
Email
K. K.
Principal
Mobile Phone
Email
A. B.
Supervisor - Trust And Estate Services
Mobile Phone
Email
J. B.
Trust And Financial Operations Associate
Mobile Phone
Email
J. T.
Client Relations Supervisor
Mobile Phone
Email
K. T.
Financial Consultant
Mobile Phone
Email

Contact profiles from SVA Wealth Management

Name

Title

Contact Info

Location

Last Update

T. O.
Principal, Portfolio Manager
Mobile Phone
Email
United StatesWisconsin
Aug 11, 2025
C. K.
Client Relations Specialist And Assistant Portfolio Manager
Mobile Phone
Email
Oct 21, 2024
S. H.
Manager - Tax / Business Advisory Service
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
K. K.
Principal
Mobile Phone
Email
United StatesWisconsin
Oct 18, 2025
A. B.
Supervisor - Trust And Estate Services
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
J. B.
Trust And Financial Operations Associate
Mobile Phone
Email
United StatesWisconsin
Oct 22, 2024
J. T.
Client Relations Supervisor
Mobile Phone
Email
Oct 21, 2024
K. T.
Financial Consultant
Mobile Phone
Email
Oct 26, 2025
M. A.
Wealth Management Intern
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. H.
Client Service Coordinator
Mobile Phone
Email
United StatesWisconsin
Oct 26, 2025

Frequently Asked Questions

What is SVA Wealth Management known for?

SVA Wealth Management was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 1221 John Q Hammons Dr, Madison, Wisconsin 53717, US. Explore SVA Wealth Management's company overview page for more information.

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

SVA 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?

SVA Wealth Management has approximately 51 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, SVA Wealth Management's key employees include:

Principal, Portfolio Manager: T. O.
Client Relations Specialist And Assistant Portfolio Manager: C. K.
Manager - Tax / Business Advisory Service: S. H.
Principal: K. K.
Supervisor - Trust And Estate Services: A. B.

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