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| Symmetry Wealth Management LLC
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|
|
|---|---|
| CRD # | 297002 |
| SEC # | 801-136485 |
| CIK # | |
| AUM | $120.9 M (2026-05-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 224-250-9373 |
| Address | 200 E Evergreen Ave Mount Prospect, IL 60056-3294 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 12.9 |
| (b) Individuals (high net worth individuals) | 39 | 108.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 120.9 |
| By Discretionary | ||
| Discretionary | 300 | 120.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 120.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.9 | |
| Total | 300 | 120.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arrow Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Genesis Advisors LLC
✚
|
IN | 0.1 |
|
Gudorf Financial Group LLC
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|
OH | 0.1 |
|
Doucet Asset Management LLC
✚
|
LA | 0.1 |
|
Epic Wealth Management LLC
✚
|
OK | 0.1 |
|
Women's Wealth Advisor
✚
|
NJ | 0.1 |
|
Emerald Asset Management Inc
✚
|
NC | 0.1 |
|
Williams and Schiller Wealth Management LLC
✚
|
ID | 0.1 |
|
Future Bright LLC
✚
|
0.1 | |
|
Kevin E Vandenberg LLC
✚
|
0.1 |