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Significant Wealth Partners LLC

● SEC registered since 2023CRD 293060SEC# 801-128037Cary, IL
Export (members)
Reg. AUM
$248M
Employees
7
Accounts
1,396
Location
Cary, IL

Significant Wealth Partners LLC assets under management

Significant Wealth Partners LLC is an SEC-registered investment adviser based in Cary, IL. The firm has been registered since 2023. It reports $248 million in regulatory assets under management and employs 7 people.

Significant Wealth Partners LLC owners & executives

6 reported
NameTitleOwnershipSince
Brian William Atkins ControlPresidentUnder 5%2018
Kelly Melissa ChristopherChief Compliance OfficerUnder 5%2024
Significant Wealth Holdings,llc ControlMemberOver 75%2023
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Frequently asked questions

How much does Significant Wealth Partners LLC manage?

Significant Wealth Partners LLC reports $248 million in regulatory assets under management on its Form ADV.

How many employees does Significant Wealth Partners LLC have?

Significant Wealth Partners LLC reports 7 employees.

Where is Significant Wealth Partners LLC located?

Significant Wealth Partners LLC is based in Cary, IL and has been SEC-registered since 2023.

Does Significant Wealth Partners LLC disclose fund performance?

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

Contact & registration

Address117 W. Main St., Cary, IL 60013
Phone(847) 639-7830
Fax(847) 639-7831
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$248M
Non-discretionary$0
Total (RAUM)$248M