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4WEALTH ADVISORS, INC.
CRD 129727 · SEC 801-113392
745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL, 60527-6490, United States
Phone
708-695-5300
Fax
708-456-9130
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.3M
Discretionary AUM
$132.7M
Team
13 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARES IN THIRD-PARTY ADVISORY FEES
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 448 | $111.8M |
| High net worth individuals | 60 | $96.9M |
| Pension/profit sharing plans | 59 | $66.6M |
States served
AZ, CA, IL, IN, LA, NE, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD