Overview
Assets Under Management: $252 million
Headquarters: PALATINE, IL
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Frequently Asked Questions
DETTERBECK WEALTH MANAGEMENT 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 #111594), DETTERBECK WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
DETTERBECK WEALTH MANAGEMENT is headquartered in PALATINE, IL.
DETTERBECK WEALTH MANAGEMENT serves 86 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, DETTERBECK WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
DETTERBECK WEALTH MANAGEMENT manages $252 million in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, DETTERBECK WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 768
Discretionary Accounts: 695
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 111594
Filing ID: 2027955
Last Filing Date: 2025-11-17 11:40:43
Website: 1