Warden Wealth Management, LLC

Warden Wealth Management, LLC, located in Milwaukee, WI, was established on August 20, 2009, specializing in providing investment advisory services and wealth management guidance. The firm is owned by Thomas J. Warden, who has been in the industry since 1997. WWM offers tailored services focusing on wealth preservation, growth, and overall management, including financial planning and tax-efficient investment strategies. The firm manages assets totaling $22.7 million for 30 clients, with a minimum annual fee of $10,000. Clients can choose between discretionary or non-discretionary asset management. Fees are typically a percentage of assets under management, with a minimum account size of $500,000. WWM emphasizes a client-focused approach, with services customized to individual needs and objectives. Investment strategies are based on fundamental analysis, with a diversified portfolio of securities such as mutual funds, bonds, and stocks. WWM does not accept performance-based fees and is a fiduciary acting in the best interests of clients. The firm does not accept custody of client funds and provides regular account reviews and reporting. Thomas J. Warden, the principal, has a Bachelor of Science from Marquette University and has no disciplinary events to report.