Naperville Private Wealth, LLC

Overview

Naperville Private Wealth, LLC operates as a small independent registered investment adviser focused on individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Investment activity tilts toward equity exposures — the adviser shows a clear preference for exchange-traded equities — and the firm functions as a capital allocator when it places client assets with third-party managers. As an independent RIA with a limited client base, Naperville Private Wealth emphasizes tailored portfolios rather than large-scale institutional mandates. It does not position itself as an active ESG investor, and it is not registered as a multi-state adviser or a pension consultant. The business model centers on discretionary portfolio management and working with outside managers where specific expertise is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices