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SIGNIFICANT WEALTH PARTNERS LLC
CRD 293060 · SEC 801-128037
117 W. MAIN ST., CARY, IL, 60013, United States
Phone
(847) 639-7830
Fax
(847) 639-7831
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.1M
Discretionary AUM
$126.1M
Team
8 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 831 | $96.2M |
| High net worth individuals | 14 | $29.5M |
| Pension/profit sharing plans | 1 | $331K |
| Corporations/business entities | 5 | $31K |
States served
IL, WI, FL
All web addresses on file
Official SEC filing: View on IAPD