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Cahill Wealth Management, LLC

CRD 134508SEC# 801-64009Portage, MI
Export (members)
No longer SEC-registered. Cahill Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$442.1M
Employees
4
Accounts
1,064
Location
Portage, MI

Cahill Wealth Management, LLC assets under management

Cahill Wealth Management, LLC is an SEC-registered investment adviser based in Portage, MI. It reports $442.1 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Cahill Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Lisa Ann Cahill ControlManaging Member50-75%2015
Ryan Devlin Cahill ControlManaging Member/Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Cahill Wealth Management, LLC manage?

Cahill Wealth Management, LLC reports $442.1 million in regulatory assets under management on its Form ADV.

How many employees does Cahill Wealth Management, LLC have?

Cahill Wealth Management, LLC reports 4 employees.

Where is Cahill Wealth Management, LLC located?

Cahill Wealth Management, LLC is based in Portage, MI.

Does Cahill Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address5831 Oakland Drive, Portage, MI 49024
Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$442.1M
Non-discretionary$0
Total (RAUM)$442.1M