Company Information

Get to know sva plumb financial

Founded in 2010 as part of the SVA family of companies, SVA Plumb Financial, LLC was a registered investment advisory (RIA) firm based in Madison, Wisconsin. The company provided comprehensive financial planning, investment management, and trust services to individuals, families, and businesses. Its mission was to offer objective, fee-only financial advice to help clients achieve their financial goals. In late 2021, it was announced that SVA Plumb Financial would be acquired by Savant Wealth Management, with the acquisition officially closing in early 2022. The firm and its team have since been fully integrated into Savant.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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sva plumb financial

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.