Significant Wealth Partners LLC
Firm details
- Headquarters
- Cary, Illinois
- CRD number
- 293060
- Registered since
- May 23, 2023
- Website
- 4ainvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals76.31%
- HNWI23.4%
- Pension & Profit Sharing Plans0.26%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Significant Wealth Partners LLC is an independent RIA organized as an LLC and SEC-registered in 2023. The firm acts as a capital allocator and serves both individual/family and institutional clients. It charges a mix of percentage-of-AUM and fixed fees and also operates as an insurance broker. Core advisory services include financial planning, portfolio management for individuals and small businesses, selecting outside advisers, and running educational seminars. The firm is not positioned as an ESG investor and does not describe itself as a multi-state adviser or pension consultant. It also has roles tied to pooled investment vehicles, including acting as sponsor, general partner, or managing member.
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 Funds59%
- Exchange Traded Equities34%
- Private Funds6%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Brian Atkins
CEOCRD 6100366
Kelly Christopher
Chief Compliance OfficerCRD 6000499
Contacts
3 of 3
Joshua Lang
Financial AdvisorCRD 7088559
David Leuze
Financial AdvisorCRD 6942438
Alayna Leuzé
Financial AdvisorCRD 6942439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$30.7M in ETFs
47%
$14.5M
50%
$16.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF (GPIQ) | Goldman Sachs | Active | Derivative Income | $7.9M | 133,953 | 25.85% |
Location
Cary, IL
Mchenry
Location
Cary, IL
Headquartered in Cary, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Mchenry
- Address
- 117 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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