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4wealth Advisors Inc
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CRD # | 129727 |
SEC # | 801-113392 |
CIK # | |
AUM | $173.5 MM (2023-03-29) |
Employees | 11 (73% Investors, 18% Brokers) |
Phone | 708-695-5300 |
Address | 745 Mcclintock Drive Burr Ridge, IL 60527-6490 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 407 | 69.7 |
(b) Individuals (high net worth individuals) | 35 | 53.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 74 | 50.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,019 | 173.5 |
By Discretionary | ||
Discretionary | 974 | 132.0 |
Non-Discretionary | 45 | 41.5 |
Total | 1,019 | 173.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 173.5 | |
Total | 1,019 | 173.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Martha's Vineyard Investment Advisors LLC
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MA | 0.2 |
Dunton Ammon Gresham Jr
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|
VA | 0.2 |
Antoine Williams & Associates Wealth Management LLC
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|
VT | 0.2 |
Aria Wealth Management Inc
✚
|
CA | 0.2 |
Blodgett Wealth Advisors LLC
✚
|
CA | 0.2 |
Spectrum Capital Investment Group Inc
✚
|
CA | 0.2 |
Sorrento Pacific Financial LLC
✚
|
CA | 0.2 |
Proathlete Wealth Management LLC
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|
FL | 0.2 |
Chronos Wealth Management LLC
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|
FL | 0.2 |
Melone Private Wealth LLC
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|
MI | 0.2 |