SVA Wealth Management, LLC

Entity
Company
Business address
1221 John Q. Hammons Drive, 53717 Madison, WI
Phone
(608) 824-8800
State of incorporation
WI
Fiscal year end
May 31
Former names
SVA Plumb Wealth Management, LLC (to 5/6/2019)
Signature 13F
Lawrence Clay - Chief Compliance Officer
All SEC filings
View on sec.gov
SVA Wealth Management, LLC has filed 34 SEC EDGAR filings since 2/11/2014

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Feb 4, 2021 Dec 31, 2020 028-15784
13F-HR Open Document Open Filing Oct 27, 2020 Sep 30, 2020 028-15784
13F-HR Open Document Open Filing Aug 4, 2020 Jun 30, 2020 028-15784
13F-HR Open Document Open Filing May 12, 2020 Mar 31, 2020 028-15784
13F-HR Open Document Open Filing Feb 11, 2020 Dec 31, 2019 028-15784
13F-HR Open Document Open Filing Nov 7, 2019 Sep 30, 2019 028-15784
13F-HR Open Document Open Filing Aug 13, 2019 Jun 30, 2019 028-15784
13F-HR Open Document Open Filing May 6, 2019 Mar 31, 2019 028-15784
13F-HR Open Document Open Filing Feb 11, 2019 Dec 31, 2018 028-15784
SC 13G Open Document Open Filing SC 13G Jan 31, 2019
SC 13G Open Document Open Filing SC 13G Jan 31, 2019
13F-HR Open Document Open Filing Nov 13, 2018 Sep 30, 2018 028-15784
13F-HR Open Document Open Filing Aug 13, 2018 Jun 30, 2018 028-15784
13F-HR Open Document Open Filing May 10, 2018 Mar 31, 2018 028-15784
13F-HR Open Document Open Filing Feb 12, 2018 Dec 31, 2017 028-15784
SC 13G/A Open Document Open Filing SCHEDULE 13G AMENDMENT Jan 29, 2018
SC 13G Open Document Open Filing SC 13G Jan 29, 2018
13F-HR Open Document Open Filing Nov 13, 2017 Sep 30, 2017 028-15784
13F-HR Open Document Open Filing Aug 10, 2017 Jun 30, 2017 028-15784
13F-HR Open Document Open Filing May 10, 2017 Mar 31, 2017 028-15784
13F-HR Open Document Open Filing Feb 14, 2017 Dec 31, 2016 028-15784
SC 13G Open Document Open Filing SC 13G Feb 8, 2017
13F-HR Open Document Open Filing Nov 14, 2016 Sep 30, 2016 028-15784
13F-HR Open Document Open Filing Aug 12, 2016 Jun 30, 2016 028-15784
13F-HR Open Document Open Filing May 9, 2016 Mar 31, 2016 028-15784
13F-HR Open Document Open Filing Feb 9, 2016 Dec 31, 2015 028-15784
13F-HR Open Document Open Filing Nov 12, 2015 Sep 30, 2015 028-15784
13F-HR Open Document Open Filing Aug 12, 2015 Jun 30, 2015 028-15784
13F-HR Open Document Open Filing May 14, 2015 Mar 31, 2015 028-15784
13F-HR Open Document Open Filing Feb 11, 2015 Dec 31, 2014 028-15784
13F-HR Open Document Open Filing Nov 12, 2014 Sep 30, 2014 028-15784
13F-HR Open Document Open Filing Aug 13, 2014 Jun 30, 2014 028-15784
13F-HR Open Document Open Filing May 14, 2014 Mar 31, 2014 028-15784
13F-HR Open Document Open Filing Feb 11, 2014 Dec 31, 2013 028-15784