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ARLINGTON WEALTH MANAGEMENT
ARLINGTON HEIGHTS, IL
847-670-4030
SEC #801-79318Total AUM
$235.9M
Employees
5Clients
226Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
21 S. EVERGREEN AVENUE
SUITE 100
ARLINGTON HEIGHTS
IL 60005-7800
United States
SUITE 100
ARLINGTON HEIGHTS
IL 60005-7800
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
847-670-4030
Financials
Total AUM
$235.9M
Accounts
750Discretionary
$235.9M
Accounts
750Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
165AUM
$67.2M
HNW Individual Clients
59AUM
$143M
Charitable Organization Clients
2AUM
$25.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZFLILINLATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.