Siligmueller & Norvid Wealth Advisors LLC

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Assets, Funds, Holdings

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Siligmueller & Norvid Wealth Advisors LLC
CRD #109265
SEC #801-110234
CIK #0002052591
AUM $299.2 M (2025-02-24)
Employees 3 (67% Investors, 0% Brokers)
Phone630-793-9642
Address586 Duane St
Glen Ellyn, IL 60137
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002000200820172026
Sector Form 13F Holdings Value ($M)
Ares Management LP 6.7
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 29 19.3
(b) Individuals (high net worth individuals) 76 279.9
(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 0 0.0
(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 458 299.2
By Discretionary
Discretionary 458 299.2
Non-Discretionary 0 0.0
Total 458 299.2
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 298.8
Total 458 299.2
EDGAR Form CIK 2011 - 2025
13F-HR [0002052591]
Comparable Firms State AUM ($B)
Prepared Retirement Institute LLC
PA 0.3
Kessler Investment Group LLC
IN 0.3
DHH Advisors LLC
NJ 0.3
Ketron Financial LLC
CA 0.3
Yoder Wealth Management Inc
CA 0.3
EGI Financial Inc
OH 0.3
Vestura LLC
WI 0.3
Addington Financial Group LLC
0.3
Fairfield Financial Advisors Ltd
MA 0.3
Arcadia Investment Advisors LLC
ID 0.3
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