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Peter Dominic Recchia

4WEALTH ADVISORS, INC.·BURR RIDGE, Illinois
Clean record4WEALTH ADVISORS, INC.
745 MCCLINTOCK DRIVE, BURR RIDGE, IL 60527-6490CRD# 2908442Firm CRD# 129727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Dominic Recchia · BURR RIDGE, IL
Registration
CRD #2908442 · 4WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Dominic Recchia is a registered financial advisor based in BURR RIDGE, Illinois, affiliated with 4WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC.
AUM
$213M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at 4WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARES IN THIRD-PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 2908442
Firm CRD# 129727
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Dominic Recchia offer?
Peter Dominic Recchia specializes in Financial Planning, Investment Management. Contact their office in BURR RIDGE, Illinois for a consultation.
What are Peter Dominic Recchia's credentials?
Peter Dominic Recchia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Dominic Recchia located?
Peter Dominic Recchia is based in BURR RIDGE, Illinois, working with 4WEALTH ADVISORS, INC.. Their office serves clients in the BURR RIDGE metropolitan area and surrounding communities.
How does Peter Dominic Recchia charge for services?
Peter Dominic Recchia's firm is compensated through percentage of aum, hourly charges, subscription fees, other: shares in third-party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 4WEALTH ADVISORS, INC.?
4WEALTH ADVISORS, INC. has approximately 12 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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