Overview
Assets Under Management: $442 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 109
Average Client Assets: $4 million
Frequently Asked Questions
CAHILL WEALTH MANAGEMENT, LLC 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 #134508), CAHILL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CAHILL WEALTH MANAGEMENT, LLC is headquartered in PORTAGE, MI.
CAHILL WEALTH MANAGEMENT, LLC serves 109 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, CAHILL WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CAHILL WEALTH MANAGEMENT, LLC manages $442 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, CAHILL WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.33
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,064
Discretionary Accounts: 1,064
Regulatory Filings
CRD Number: 134508
Last Filing Date: 2025-02-06 00:00:00
Website: https://cahillwealth.com