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JOSEPH WEALTH MANAGEMENT, LLC
CRD 309996
7600 WEST ROOSEVELT RD., SUITE 10, FOREST PARK, IL, 60130, United States
Phone
800-807-2881
Fax
312-668-7743
Registration
— (—)
Source
State registered
Total AUM
$17.6M
Discretionary AUM
$17.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $4.4M |
| High net worth individuals | 2 | $3.7M |
| Charitable organizations | 4 | $9.5M |
| Corporations/business entities | 6 | $7K |
All web addresses on file
- HTTP://WWW.JOSEPHWEALTHMANAGEMENT.COM
- https://www.youtube.com/watch?v=AROVqruEgwI&t=469s
- https://www.facebook.com/josephwealthmgt/
- https://www.instagram.com/josephwealthmgt/
- https://x.com/josephwealthmgt
- https://www.youtube.com/@JosephWealthMgt
- https://www.linkedin.com/company/joseph-wealth-management/about/
- https://josephwealthmanagement.com/faithandfinance/
Official SEC filing: View on IAPD