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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Sva Plumb Wealth Management, LLC 4 years, 2 months Sep 2015 - Present
Sva Plumb Wealth Management, LLC 2 years Sep 2013 - Sep 2015
Sva Plumb Wealth Management, LLC 1 year, 8 months Dec 2011 - Aug 2013
Quasar Distributors, LLC 2 years, 2 months May 2011 - Jul 2013
Sva Wealth Management, Inc. 8 months Apr 2011 - Dec 2011
Sva Wealth Management, Inc. 5 years, 8 months Aug 2005 - Apr 2011
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Keith Kurtis Kuzera?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 28, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 9, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sva Plumb Wealth Management, LLC

Last updated on Aug. 28, 2019
    • $2.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $550.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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