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| 4wealth Advisors Inc
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| |
|---|---|
| CRD # | 129727 |
| SEC # | 801-113392 |
| CIK # | |
| AUM | $212.5 MM (2024-05-31) |
| Employees | 12 (75% Investors, 8% Brokers) |
| Phone | 708-695-5300 |
| Address | 745 Mcclintock Drive Burr Ridge, IL 60527-6490 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 423 | 85.3 |
| (b) Individuals (high net worth individuals) | 47 | 66.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 60.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,101 | 212.5 |
| By Discretionary | ||
| Discretionary | 1,059 | 173.6 |
| Non-Discretionary | 42 | 39.0 |
| Total | 1,101 | 212.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.5 | |
| Total | 1,101 | 212.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pelkonen and Associates LLC
✚
|
NY | 0.2 |
|
Shore Point Advisors LLC
✚
|
NJ | 0.2 |
|
Snowcap Capital Management LLC
✚
|
TX | 0.2 |
|
Keystone Global Partners LLC
✚
|
NY | 0.2 |
|
Michael Russo Ltd
✚
|
IL | 0.2 |
|
Cathy Pareto and Associates Inc
✚
|
FL | 0.2 |
|
Albanyadvisor Group LLC
✚
|
NY | 0.2 |
|
PFC Capital Group Inc
✚
|
CA | 0.2 |
|
GBC Investment Group LLC
✚
|
FL | 0.2 |
|
Invera Wealth Advisors LLC
✚
|
OR | 0.2 |