4wealth Advisors, Inc.
Firm details
- Headquarters
- Burr Ridge, Illinois
- CRD number
- 129727
- Registered since
- June 11, 2018
- Website
- www.4wealthfg.com
- Custodians
- CHARLES SCHWAB & CO., INC., MID ATLANTIC CLEARING
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals40.63%
- HNWI35.19%
- Pension & Profit Sharing Plans24.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
4wealth Advisors, Inc. is an independent registered investment adviser that focuses on serving individual, family and institutional clients. The firm is SEC registered (registered in 2018) and is owned by an individual principal. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly fees, fixed fees and other fee structures. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor.
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
- Public Funds/Mutual Funds41%
- Exchange Traded Equities31%
- Cash & Cash Equivalents19%
- State & Local Bonds4%
- US Government Bonds3%
Contacts
3 of 10
Christopher Gonzales
Financial AdvisorCRD 6253502
Peter Steigerwald
Sr. Loan OfficerCRD 5921248
William Tasker
Owner, Investment Advisor RepresentativeCRD 4895684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$127M in ETFs
82%
$105M
14%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $16.9M | 24,057 | 13.27% |
Location
Burr Ridge, IL
Du Page
Location
Burr Ridge, IL
Headquartered in Burr Ridge, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 745 Mc Clintock Dr
- Time zone
- CT (UTC-6)
- Office locations
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