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PIERSHALE WEALTH MANAGEMENT, LLC

CRD 312770

Visit website

333 COMMERCE DR, STE 150, CRYSTAL LAKE, IL, 60014, United States

Phone

815-893-2577

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$27.0M

Discretionary AUM

$27.0M

Team

2 total employees; 1 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals52$27.0M

All web addresses on file

Official SEC filing: View on IAPD