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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Dillow Wealth Management LLC
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| CRD # | 313192 |
| SEC # | 801-120686 |
| CIK # | |
| AUM | $221.0 M (2025-03-04) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 224-330-9662 |
| Address | One Lincoln Centre, 18W140 Butterfield Road Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 3.1 |
| (b) Individuals (high net worth individuals) | 11 | 75.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 138.4 |
| (g) Pension and profit sharing plans | 0 | 3.6 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 143 | 221.0 |
| By Discretionary | ||
| Discretionary | 133 | 79.0 |
| Non-Discretionary | 10 | 142.0 |
| Total | 143 | 221.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.0 | |
| Total | 143 | 221.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 0.2 |
|
Pursue Wealth Partners LLC
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|
CA | 0.2 |
|
Pacific Capital Associates Inc
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|
CA | 0.2 |
|
Westbourne Investments Inc
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|
VA | 0.2 |
|
RM Financial Services LLC
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|
ME | 0.2 |
|
DWD Portfolio Solutions Inc
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|
PA | 0.2 |
|
Evergreen Private Wealth LLC
✚
|
CO | 0.2 |
|
Sutterfield Financial Group Inc
✚
|
OK | 0.2 |
|
Conquis Financial LLC
✚
|
CA | 0.2 |
|
The Jenkins Financial Group Inc
✚
|
GA | 0.2 |