Thomas Warden
Warden Wealth Management · Milwaukee, Wisconsin
Thomas Warden is a fee-only financial advisor at Warden Wealth Management in Milwaukee, Wisconsin. Warden Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Warden Wealth Management |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $26.2M across 131 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 2866001 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wardenwealth.com |
How Thomas's firm compares
- Warden Wealth Management's average account is about $200,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Thomas
Is Thomas Warden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Warden Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Warden Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Warden based?
Thomas Warden is based in Milwaukee, Wisconsin.
Is Thomas Warden registered with the SEC?
Yes. Thomas Warden is registered as an investment adviser representative in TX and WI (CRD 2866001), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Warden Wealth Management manage?
Warden Wealth Management reports $26.2M across 131 accounts in assets under management.
How do I contact Thomas Warden?
Through Thomas's website, www.wardenwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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