MC Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 336851
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.25%
- Individuals3.75%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
MC Wealth Advisors LLC is an Illinois-based limited liability company that provides fee-based financial planning and portfolio management for individuals and small businesses, and it also acts as a capital allocator by selecting other advisers to manage portions of client assets. The firm is registered with the SEC (registration year listed as unknown). Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports an industry affiliation with a law firm and does not identify itself as an active ESG investor or a multi-state adviser.
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 Equities83%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations