15 Wealth Advisors LLC
Firm details
- Headquarters
- Mundelein, Illinois
- CRD number
- 337459
- Registered since
- March 25, 2026
- Website
- www.15wealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.72%
- Individuals33.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
15 Wealth Advisors LLC is an independent registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and provides fee-based wealth management using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. The firm is affiliated with the insurance industry and does not position itself as an active ESG investor.
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 Equities74%
- Private Funds21%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 4
Jeffrey Feinendegen
Chief Executive OfficerCRD 4202523
Bradley Bruna
Chief Operating OfficerCRD 4260364
Miranda O'keefe
Chief Compliance OfficerCRD 2750070
Contacts
3 of 5
Christopher Hassell
Wealth AdvisorCRD 7328461
John Graham
Wealth AdvisorCRD 7871183
Patrick Graham
Wealth AdvisorCRD 7939045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mundelein, IL
Lake
Location
Mundelein, IL
Headquartered in Mundelein, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 291 N Archer Ave
- Time zone
- CT (UTC-6)
- Office locations
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