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RHODO WEALTH MANAGEMENT LLC
CRD 331240
25 N RIVER LN, GENEVA, IL, 60134, United States
Phone
(630) 277-9420
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.2M
Discretionary AUM
$12.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $6.8M |
| High net worth individuals | 3 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD