STEVENS WEALTH MANAGEMENT LLC

DEERFIELD, Illinois·3 registered advisors·CRD# 123043
SEC# 801-61929847-282-9910
01

Firm Overview

AUM
$287M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at STEVENS WEALTH MANAGEMENT LLC

3 registered advisors
Alyssa Rae Jacobson
DEERFIELD, Illinois
Sara A Connelly
DEERFIELD, Illinois
Susan Virginia Stevens
DEERFIELD, Illinois
05

Office Locations

DEERFIELD, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. STEVENS WEALTH MANAGEMENT LLC (CRD# 123043) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.