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WEALTHY DOCTOR INSTITUTE LLC
CRD 172699
4320 WINFIELD RD SUITE 200, WARRENVILLE, IL, 60555, United States
Phone
630-637-8201
Fax
630-364-5793
Registration
— (—)
Source
State registered
Total AUM
$9.1M
Discretionary AUM
$9.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $5.2M |
| High net worth individuals | 9 | $3.9M |
| Charitable organizations | 1 | $17K |
All web addresses on file
Official SEC filing: View on IAPD