TC WEALTH PARTNERS, LLC
Total AUM
$1.1B
Employees
30Clients
651Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1901 BUTTERFIELD ROAD
SUITE 1000
DOWNERS GROVE
IL 60515
United States
SUITE 1000
DOWNERS GROVE
IL 60515
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
888-545-2200
Other Offices
2
Financials
Total AUM
$1.1B
Accounts
1,626Discretionary
$1B
Accounts
1,608Non-Discretionary
$8.5M
Accounts
18
Clients
Individual Clients
395AUM
$161.5M
HNW Individual Clients
232AUM
$853.7M
Charitable Organization Clients
9AUM
$28.6M
Corporation or Business Clients
15AUM
$13.9M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILINKSLAMDMINEOHTNTXVAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.