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Attune Wealth Management LLC

● SEC registered since 2026CRD 342568SEC# 801-136441
Export (members)
Reg. AUM
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Employees
2
Accounts
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Location
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Attune Wealth Management LLC assets under management

Attune Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It employs 2 people.
www.polsonwealth.comView on SEC.gov ↗

Attune Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Jay Carl Polson ControlMember And ManagerOver 75%2026
Julie Ann WagnerChief Compliance OfficerUnder 5%2026

Frequently asked questions

How many employees does Attune Wealth Management LLC have?

Attune Wealth Management LLC reports 2 employees.

Does Attune Wealth Management LLC disclose fund performance?

Attune Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone515-901-8804
Office hoursHome Office Location - No Business Hours
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo