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| 4wealth Advisors Inc
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|---|---|
| CRD # | 129727 |
| SEC # | 801-113392 |
| CIK # | 0002056676 |
| AUM | 275.3 M (2026-04-09) |
| Employees | 13 (77% Investors, 8% Brokers) |
| Phone | 708-695-5300 |
| Address | 745 Mcclintock Drive Burr Ridge, IL 60527-6490 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056676 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.9 | ||
| Apple Inc | 3.1 | ||
| Microsoft Corp | 2.5 | ||
| Johnson & Johnson | 2.1 | ||
| Amazon Com Inc | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Wal Mart Stores Inc | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Visa Inc | 1.4 | ||
| Tesla Motors Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 448 | 111.8 |
| (b) Individuals (high net worth individuals) | 60 | 96.9 |
| (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 | 59 | 66.6 |
| (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 | 1,262 | 275.3 |
| By Discretionary | ||
| Discretionary | 1,228 | 132.7 |
| Non-Discretionary | 34 | 142.6 |
| Total | 1,262 | 275.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 275.2 | |
| Total | 1,262 | 275.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056676] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oasis Wealth Planning Advisors LLC
✚
|
275.9 M | |
|
NorthStar Financial Planning LLC
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|
NH | 275.8 M |
|
Intrack Investment Management Inc
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|
VT | 275.7 M |
|
Challenger Wealth Management
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|
CA | 275.5 M |
|
Spectrum Strategic Capital Management LLC
✚
|
OR | 275.4 M |
|
KAI Wealth LLC
✚
|
IL | 275.2 M |
|
Michael Russo Ltd
✚
|
IL | 275.1 M |
|
Roserock Wealth Management LLC
✚
|
TX | 275.0 M |
|
Cushing Capital Partners LLC
✚
|
WI | 274.7 M |
|
1492 Capital Management LLC
✚
|
WI | 274.6 M |