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Symmetry Wealth Management, LLC

● SEC registered since 2026CRD 297002SEC# 801-136485Mount Prospect, IL
Export (members)
Reg. AUM
$120.9M
Employees
2
Accounts
300
Location
Mount Prospect, IL

Symmetry Wealth Management, LLC assets under management

Symmetry Wealth Management, LLC operates as an SEC-registered investment adviser based in Mount Prospect, IL. The firm has been registered since 2026. It reports $120.9 million in regulatory assets under management and employs 2 people.
alo.financialView on SEC.gov ↗

Symmetry Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Benjamin Nowak ControlPresident, Chief Compliance Officer, MemberOver 75%2018

Frequently asked questions

How much does Symmetry Wealth Management, LLC manage?

Symmetry Wealth Management, LLC reports $120.9 million in regulatory assets under management on its Form ADV.

How many employees does Symmetry Wealth Management, LLC have?

Symmetry Wealth Management, LLC reports 2 employees.

Where is Symmetry Wealth Management, LLC located?

Symmetry Wealth Management, LLC is based in Mount Prospect, IL and has been SEC-registered since 2026.

Does Symmetry Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address200 E Evergreen Ave, Suite 127, Mount Prospect, IL 60056-3294
Phone(224) 250-9373
Fax(224) 304-4322
Office hours9:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.9M
Non-discretionary$0
Total (RAUM)$120.9M