Coveredbridge
Adviser in Milwaukee, WI
State registeredNo commissions reported
Public-record details
- Address
- 7306 N. Longacre Rd., Milwaukee, WI 53217
- Phone
- (610) 428-8867
- Legal name
- Coveredbridge, LLC
- CRD number
- 304069
- Registration
- State registered: WI
- Compensation (Form ADV 5.E)
- Other (15% of Total Fees Collected by Subadviser From Client)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Selection of other advisers
- Clients reported (Form ADV 5.D)
- Fewer than 5
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-05-07
Read the official record
- SEC IAPD summary for CRD 304069 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Milwaukee
1492 Capital Management, LLCSEC registeredNo commissions reported1834 Investment Advisors CO.SEC registeredNo commissions reportedAffiliated Financial Advisors INCSEC registeredNo commissions reportedAllison & Company Financial Counselors, LLCState registeredNo commissions reportedAlpha Investment Consulting Group, LLCSEC registeredNo commissions reportedArcataur Capital Management LLCSEC registeredNo commissions reportedArtisan Partners Limited PartnershipSEC registeredNo commissions reportedAurea Investments LLCState registeredNo commissions reported