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KARSTENS WEALTH
KARSTENS WEALTH LLC
CRD 321646
1415 W 22ND ST TOWER FLOOR, OAK BROOK, IL, 60523, United States
Phone
8336578400
Fax
7736578400
Registration
— (—)
Source
State registered
Total AUM
$2.9M
Discretionary AUM
$2.9M
Team
1 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2022-07-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $360K |
| High net worth individuals | 1 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD