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TRADER WEALTH MANAGEMENT, LLC
CRD 147190
509 W OLD NW HIGHWAY, SUITE 509, BARRINGTON, IL, 60010, United States
Phone
312-697-2950
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$93.5M
Discretionary AUM
$67.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; RETAINER FEE
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $12.9M |
| High net worth individuals | 49 | $80.5M |
All web addresses on file
Official SEC filing: View on IAPD