15 Wealth Advisors LLC
Firm details
- Headquarters
- Mundelein, Illinois
- CRD number
- 337459
- Registered since
- March 25, 2026
- Website
- www.15wealth.com
- 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
FINTRXOverview
15 Wealth Advisors LLC is an independent, SEC-registered investment adviser (registered in 2026) that serves individual and family clients. The firm operates as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Its fee arrangements include percentage-of-AUM, hourly and fixed-fee models. The firm reports no active ESG investing program and lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Private Funds21%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$490M in ETFs
75%
$369M
20%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $55.7M | 444,602 | 11.38% |
Location
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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