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FACTOR WEALTH MANAGEMENT

FACTOR WEALTH MANAGEMENT LTD.

CRD 104708 · SEC 801-34937

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980 N MICHIGAN AVENUE, STE 1320, CHICAGO, IL, 60611, United States

Phone

(312) 644-5040

Fax

(312) 535-4252

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$781.0M

Discretionary AUM

$764.9M

Team

8 total employees; 5 advisory reps; 14 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals64$36.2M
High net worth individuals175$744.8M

States served

AZ, CA, CO, IL, MD, NY, WI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD