| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Joseph McDonnell Control | Managing Member, Principal And Chief Compliance Officer | 50-75% | 2012 |
| Joseph John McDonnell Control | Managing Member And Principal | 50-75% | 2012 |
McDonnell Wealth Management, LLC reports $132.7 million in regulatory assets under management on its Form ADV.
McDonnell Wealth Management, LLC reports 2 employees.
McDonnell Wealth Management, LLC is based in Frankfort, IL and has been SEC-registered since 2025.
McDonnell Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 19550 S Harlem Avenue, Suite 3, Frankfort, IL 60423 |
| Phone | 708-925-9507 |
| Fax | 708-687-1199 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $129M |
| Non-discretionary | $3.8M |
| Total (RAUM) | $132.7M |