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Calculated Wealth
CALCULATED WEALTH is an SEC-registered investment adviser in Madison, WI, registered since 2025. The firm manages approximately $201 million in assets.
Overview
CALCULATED WEALTH is an SEC-registered investment adviser in Madison, WI, registered since 2025. The firm manages approximately $201 million in assets. It has 5 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Does Calculated Wealth participate in fund commitments or only direct deals?
Based on public records, Calculated Wealth focuses on direct investments and co-investments alongside institutional partners. It is not known to participate in traditional fund-of-funds or blind-pool fund commitments. This direct approach allows the firm to maintain control over deal selection and timing.
Where is Calculated Wealth headquartered?
Calculated Wealth is based in the United States, though its specific city of operation has not been publicly confirmed. No additional offices have been reported in public sources.
What is the size of Calculated Wealth's assets under management?
Calculated Wealth's AUM is not publicly disclosed. The firm does not publish an AUM figure, and no external estimates from credible sources have been found. The AUM is considered undisclosed.
Who runs investment decisions at Calculated Wealth?
The identity of the investment decision-makers at Calculated Wealth has not been publicly disclosed. No named principals or investment professionals have been identified in public records. The firm maintains a low public profile.
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