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Building 2WAVVEST WEALTH

Map pinCHICAGO, IL
Phone630-699-8602
NotebookSEC #801-130721
Total AUM
$268.5M
Employees
4
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 EAST WASHINGTON ST., SUITE 875
CHICAGO
IL 60602
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
630-699-8602

ReceiptFinancials

Total AUM
$268.5M
Accounts
245
Discretionary
$268.5M
Accounts
245
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$3.2M
HNW Individual Clients
27
AUM
$263.1M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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