KARSTENS WEALTH
Firm details
- Headquarters
- OAK BROOK, Illinois
- CRD number
- 321646
- Website
- karstenswealth.com
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI87.41%
- Individuals12.59%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Karstens Wealth is an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored to small businesses. Karstens Wealth operates with a fee structure that includes a percentage of assets under management (AUM), subscription fees, and fixed fees. In addition to investment advisory, the firm also engages in insurance brokerage activities.
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 Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1DENNIS KARSTENS
Investment Advisor RepresentativeCRD 4369697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OAK BROOK, IL
DU PAGE
Location
OAK BROOK, IL
Headquartered in OAK BROOK, 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
- 1415 W 22nd St
- Time zone
- CT (UTC-6)
- Office locations
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