Overview
Assets Under Management: $247 million
Headquarters: BURR RIDGE, IL
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
4WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129727), 4WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
4WEALTH ADVISORS, INC. is headquartered in BURR RIDGE, IL.
4WEALTH ADVISORS, INC. serves 51 high-net-worth clients according to their SEC filing dated March 13, 2025. View client details ↓
According to their SEC Form ADV, 4WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
4WEALTH ADVISORS, INC. manages $247 million in client assets according to their SEC filing dated March 13, 2025.
According to their SEC Form ADV, 4WEALTH ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,306
Discretionary Accounts: 1,273
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 129727
Filing ID: 1951096
Last Filing Date: 2025-03-13 18:15:00
Website: https://4wealthfg.com