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ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC
CRD 321977
1S430 WENMOTH ROAD, SUITE A, BATAVIA, IL, 60510, United States
Phone
(312) 504-9745
Fax
630-879-8705
Registration
— (—)
Source
State registered
Total AUM
$19.3M
Discretionary AUM
$19.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $5.1M |
| High net worth individuals | 21 | $12.4M |
| Pension/profit sharing plans | 1 | $1.6M |
| Charitable organizations | 3 | $120K |
| Corporations/business entities | 8 | $97K |
All web addresses on file
Official SEC filing: View on IAPD