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| Keyboard |
| McDonnell Wealth Management LLC
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|---|---|
| CRD # | 164252 |
| SEC # | 801-133008 |
| CIK # | |
| AUM | 166.7 M (2026-02-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 708-925-9507 |
| Address | 19550 S Harlem Avenue Frankfort, IL 60423 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 63.6 |
| (b) Individuals (high net worth individuals) | 35 | 79.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 16 | 23.9 |
| (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 | 467 | 166.7 |
| By Discretionary | ||
| Discretionary | 465 | 162.4 |
| Non-Discretionary | 2 | 4.3 |
| Total | 467 | 166.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.7 | |
| Total | 467 | 166.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TRG Investment Advisors LLC
✚
|
CO | 167.1 M |
|
Schlindwein Associates LLC
✚
|
TX | 167.1 M |
|
Perissos Private Wealth Management LLC
✚
|
OK | 167.1 M |
|
Greenbelt Investment Advisors LLC
✚
|
TX | 167.0 M |
|
Aldebaran Capital LLC
✚
|
IN | 166.9 M |
|
Strategic Financial Management LLC
✚
|
166.8 M | |
|
Skybound Wealth Management USA LLC
✚
|
TX | 166.5 M |
|
Conway Partners Management LLC
✚
|
166.3 M | |
|
Great Lakes Wealth LLC
✚
|
MI | 166.3 M |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 166.3 M |