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KOLLAR WEALTH ADVISORS, LLC
CRD 152243
ONE NORTHBROOK PLACE, 5 REVERE DRIVE, SUITE 200, NORTHBROOK, IL, 60062, United States
Phone
847-291-4300
Fax
847-879-1169
Registration
— (—)
Source
State registered
Total AUM
$12.4M
Discretionary AUM
$12.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $9.7M |
| High net worth individuals | 2 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD