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VIA IV INVESTMENTS, LLC

CRD 121992 · SEC 801-120335

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1333 BURR RIDGE PARKWAY, SUITE 200, BURR RIDGE, IL, 60527, United States

Phone

630-674-7226

Fax

630-325-7249

Registration

— (—)

Source

State registered

Total AUM

$221.8M

Discretionary AUM

$221.8M

Team

4 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals461$94.1M
High net worth individuals71$127.7M

All web addresses on file

Official SEC filing: View on IAPD