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Building 2SIGNIFICANT WEALTH PARTNERS LLC

Map pinCARY, IL
Phone(847) 639-7830
NotebookSEC #801-128037
Total AUM
$126.1M
Employees
8
Clients
851

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 W. MAIN ST.
CARY
IL 60013
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(847) 639-7830
Other Offices
2

ReceiptFinancials

Total AUM
$126.1M
Accounts
851
Discretionary
$126.1M
Accounts
851
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
831
AUM
$96.2M
HNW Individual Clients
14
AUM
$29.5M
Pension/Profit Sharing Plan Clients
1
AUM
$331.1K
Corporation or Business Clients
5
AUM
$31.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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