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Owner and CCO · Calculated Wealth

Nathan R. Byers

CRD 6645599 · Named on Form ADV at one SEC-registered adviser

At a glance

Calculated Wealth, an SEC-registered wealth manager based in Madison, WI with $201 million in regulatory assets, lists Nathan R. Byers on its Form ADV as Owner and CCO, a control person.

Firms and roles

  • Calculated WealthOwner and CCOWealth manager · Madison, WI · $201M in regulatory assets

AtlasMembers

Nathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.