SIGNIFICANT WEALTH PARTNERS LLC

CARY, Illinois·2 registered advisors·CRD# 293060
SEC# 801-1280373(847) 639-7830
01

Firm Overview

AUM
$210M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SIGNIFICANT WEALTH PARTNERS LLC

2 registered advisors
Kelly Melissa Christopher
CARY, Illinois
Stephen Richard Smith
CARY, Illinois
05

Office Locations

CARY, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. SIGNIFICANT WEALTH PARTNERS LLC (CRD# 293060) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.