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Siligmueller & Norvid Wealth Advisors LLC

CRD 109265SEC# 801-110234Glen Ellyn, IL
Export (members)
No longer SEC-registered. Siligmueller & Norvid Wealth Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$299.2M
Employees
3
Accounts
458
Location
Glen Ellyn, IL

Siligmueller & Norvid Wealth Advisors LLC assets under management

Siligmueller & Norvid Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Glen Ellyn, IL. It reports $299.2 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Siligmueller & Norvid Wealth Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Dale Scott Siligmueller ControlChief Compliance OfficerOver 75%2004
David Scott SiligmuellerAdviser AssociateUnder 5%2019
Steven Ross Norvid ControlMemberUnder 5%2009

Frequently asked questions

How much does Siligmueller & Norvid Wealth Advisors LLC manage?

Siligmueller & Norvid Wealth Advisors LLC reports $299.2 million in regulatory assets under management on its Form ADV.

How many employees does Siligmueller & Norvid Wealth Advisors LLC have?

Siligmueller & Norvid Wealth Advisors LLC reports 3 employees.

Where is Siligmueller & Norvid Wealth Advisors LLC located?

Siligmueller & Norvid Wealth Advisors LLC is based in Glen Ellyn, IL.

Does Siligmueller & Norvid Wealth Advisors LLC disclose fund performance?

Siligmueller & Norvid Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address586 Duane St., Suite 202, Glen Ellyn, IL 60137
Office hours8:30 - 4:30 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$299.2M
Non-discretionary$0
Total (RAUM)$299.2M