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| Happy Holidays!! thanks for using AUM13F!! |
| 4wealth Advisors Inc
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| CRD # | 129727 |
| SEC # | 801-113392 |
| CIK # | 0002056676 |
| AUM | $246.9 M (2025-03-13) |
| Employees | 13 (69% Investors, 8% Brokers) |
| Phone | 708-695-5300 |
| Address | 745 Mcclintock Drive Burr Ridge, IL 60527-6490 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.2 | ||
| Apple Inc | 2.3 | ||
| Microsoft Corp | 2.2 | ||
| Amazon Com Inc | 1.5 | ||
| Johnson & Johnson | 1.4 | ||
| VISA Inc | 1.3 | ||
| Facebook Inc | 1.3 | ||
| Wal Mart Stores Inc | 1.3 | ||
| Alphabet Inc | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 101.4 |
| (b) Individuals (high net worth individuals) | 51 | 80.2 |
| (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 | 73 | 65.3 |
| (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 | 1,306 | 246.9 |
| By Discretionary | ||
| Discretionary | 1,273 | 207.7 |
| Non-Discretionary | 33 | 39.2 |
| Total | 1,306 | 246.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 246.8 | |
| Total | 1,306 | 246.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056676] |
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|---|---|---|
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Matthias Private Wealth LLC
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FL | 0.2 |
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Austin Money Management Corporation
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TX | 0.2 |
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CornerStone Financial Group LLC
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NE | 0.2 |
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Coombe Bender & Company LLC
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NY | 0.2 |
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Vanderbilt Avenue Asset Management LLC
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NY | 0.2 |
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Griffin Family Partners LLC
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0.2 | |
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Tandem Capital Management Corp
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NJ | 0.2 |
|
Forefront Wealth Management Inc
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|
PA | 0.2 |
|
Melone Private Wealth LLC
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|
MI | 0.2 |
|
Trademark Financial Management LLC
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|
MN | 0.2 |