WEALTH IQ
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 331880
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.47%
- Individuals14.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Iq is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements. Wealth Iq identifies as an active ESG investor and is not described as a multi-state adviser, pension consultant, or capital allocator in the available records.
Assets & Accounts
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
- Cash & Cash Equivalents98%
- Exchange Traded Equities2%
Contacts
1 of 1ADITI KAPADIA
FounderCRD 7470126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 332 S Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
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