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Magis Private Wealth Management, LLC CRD 127889
$2.19M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Pewaukee, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-08-31 |
| WI | RA | APPROVED | 2003-11-03 |
Branch Locations
W273 N1190 Spring Hill Court, Pewaukee , WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magis Private Wealth Management, Llc | Pewaukee | WI | 06/2003 | Present |
| Wisconsin Energy | Milwaukee | WI | 12/2001 | 11/2019 |
| Entech Solutions Division Of Faith Technologies, Inc. | Menasha | WI | 12/2019 | Present |
I am currently a full time employee (40+ hours per week during normal business hours) in a non investment-related role at the EnTech Solutions division (focused on clean energy) of Faith Technologies, Inc. located at 201 Main St, Menasha, WI 54952. I am the vice president - Digital Assets and Chief Technology Officer and lead the data science and analytics team. I started working at Faith Technologies, Inc. in December 2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-27 |
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