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, SEC-registered registered investment adviser organized as a corporation and launched in 2018. The firm describes itself as a capital allocator serving both individual & family clients and institutional accounts. Its advisory mandate focuses on financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third-party advisers. Compensation methods are flexible—fee based on a percentage of assets under management, hourly charges, fixed fees and other arrangements are all used. The firm lists professional connections with accounting and insurance firms.
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 11
Christopher Gonzales
Financial AdvisorCRD 6253502
Michael Mcevoy
Client Services AssociateCRD 8123059
Rita Bunch
Financial AdvisorCRD 1882042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$94.2M in ETFs
79%
$74.8M
18%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $6M | 65,909 | 6.41% |
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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