HKS Wealth Advisors LLC

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HKS Wealth Advisors LLC ✚
CRD #	159910
SEC #	801-72995
CIK #
AUM
Employees	1 (100% Investors, 0% Brokers)
Phone	630-824-3771
Address	18W140 Butterfield Rd Oakbrook Terrace, IL 60181
Source	[IAPD] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
PE	HK Investment Partners I LP	2013-08-22		6.2
PE	HK Investment Partners QP LP	2013-08-22		3.6

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	5	157.0
(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	0	0.0
(h) Charitable organizations	0	8.0
(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	43	165.0
By Discretionary
Discretionary	25	70.0
Non-Discretionary	18	95.0
Total	43	165.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		165.0
Total	43	165.0

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HKS Wealth Advisors LLC

Assets, Funds, Holdings