Overview
Assets Under Management: $311 million
Headquarters: ORLAND PARK, IL
High-Net-Worth Clients: 79
Average Client Assets: $3.1 million
Frequently Asked Questions
OFM WEALTH 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 #123091), OFM WEALTH is subject to fiduciary duty under federal law.
OFM WEALTH is headquartered in ORLAND PARK, IL.
OFM WEALTH serves 79 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, OFM WEALTH offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OFM WEALTH manages $311 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, OFM WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.15%
Average Client Assets: $3.1 million
Total Client Accounts: 957
Discretionary Accounts: 900
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 123091
Filing ID: 1949528
Last Filing Date: 2025-03-18 13:25:00