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4wealth Advisors, Inc.

● SEC registered since 2018CRD 129727SEC# 801-113392Burr Ridge, IL
Export (members)
Reg. AUM
$246.9M
Employees
13
Accounts
1,306
Location
Burr Ridge, IL

4wealth Advisors, Inc. assets under management

4wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Burr Ridge, IL. The firm has been registered since 2018. It reports $246.9 million in regulatory assets under management and employs 13 people.
twitter.com/4wealthfgView on SEC.gov ↗

4wealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Peter Dominic Recchia ControlPresident/Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does 4wealth Advisors, Inc. manage?

4wealth Advisors, Inc. reports $246.9 million in regulatory assets under management on its Form ADV.

How many employees does 4wealth Advisors, Inc. have?

4wealth Advisors, Inc. reports 13 employees.

Where is 4wealth Advisors, Inc. located?

4wealth Advisors, Inc. is based in Burr Ridge, IL and has been SEC-registered since 2018.

Does 4wealth Advisors, Inc. disclose fund performance?

4wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address745 McClintock Drive, Suite 150, Burr Ridge, IL 60527-6490
Phone708-695-5300
Fax708-456-9130
Office hoursMonday - Friday 8:30 - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2056676
Discloses disciplinary historyNo

Assets under management

Discretionary$207.7M
Non-discretionary$39.2M
Total (RAUM)$246.9M