Overview
Assets Under Management: $106 million
Headquarters: OAK BROOK, IL
High-Net-Worth Clients: 14
Average Client Assets: $8 million
Frequently Asked Questions
DILLOW 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 #313192), DILLOW WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
DILLOW WEALTH MANAGEMENT LLC is headquartered in OAK BROOK, IL.
DILLOW WEALTH MANAGEMENT LLC serves 14 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, DILLOW WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
DILLOW WEALTH MANAGEMENT LLC manages $106 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, DILLOW WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.59
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 147
Discretionary Accounts: 139
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 313192
Filing ID: 2053862
Last Filing Date: 2026-02-25 15:15:22