CAHILL WEALTH MANAGEMENT, LLC

PORTAGE, Michigan·2 registered advisors·CRD# 134508
SEC# 801-640090269-321-6600
01

Firm Overview

AUM
$378M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAHILL WEALTH MANAGEMENT, LLC

2 registered advisors
Lisa Ann Cahill
PORTAGE, Michigan
Ryan Devlin Cahill
PORTAGE, Michigan
05

Office Locations

PORTAGE, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. CAHILL WEALTH MANAGEMENT, LLC (CRD# 134508) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.