15 Wealth Advisors LLC

RIASEC RegisteredEst. 2026

Total AUM

$481M

Discretionary

$481M

100% of AUM

Avg account

$701K

Accounts

687

Employees

15

Advisory reps

9

Firm details

Headquarters: Mundelein, Illinois
CRD number: 337459
Registered since: March 25, 2026
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.72%
Individuals33.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

15 Wealth Advisors LLC is an independent, limited-liability registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (registration year listed as 2026) and offers a mix of financial planning and portfolio management services, including work with individuals, small businesses, pension consulting and selection of sub‑advisers. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities74%
Private Funds21%
Cash & Cash Equivalents2%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

3 of 4

Jeffrey Hughes
Chief Development OfficerCRD 2615330
Bradley Bruna
Chief Operating OfficerCRD 4260364
Miranda O'keefe
Chief Compliance OfficerCRD 2750070

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Contacts

3 of 5

David Grimm
Investment AdviserCRD 8248845
Christopher Hassell
Financial AdvisorCRD 7328461
Matthew Liggett
Investment Adviser RepresentativeCRD 4562380

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Mundelein, IL

Lake

Location

Mundelein, IL

Headquartered in Mundelein, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: Lake
Address: 291 N Archer Ave
Time zone: CT (UTC-6)
Office locations

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