CUVM, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MEQUON, Wisconsin
CRD number
319710

Firm profile

FINTRX

Overview

Cuvm, LLC is a limited liability company that operates in the financial advisory space, focusing primarily on venture capital investments. The firm does not classify itself under any specific category and does not engage in capital allocation activities. While it has established affiliations with a law firm, it does not actively pursue ESG (Environmental, Social, and Governance) investment strategies. The firm's client base and fee structure are not publicly detailed, indicating a more private approach to client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • CURTIS GIELOW

    Registered RepresentativeCRD 1601682

  • ALLEN PROCHNOW

    Vice PresidentCRD 7534431

  • DANIEL SEM

    PresidentCRD 7534420

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MEQUON, WI

OZAUKEE

Location

MEQUON, WI

Headquartered in MEQUON, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
OZAUKEE
Address
1200 W Sierra Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth