15 WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
9
Advisory reps
3

Firm details

Headquarters
MUNDELEIN, Illinois
CRD number
337459
Registered since
March 25, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

15 Wealth Advisors LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm is owned by an individual and is designated as a capital allocator that performs financial planning, portfolio management for individuals and small businesses, and manager selection. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The snapshot flags the firm as not an active ESG investor and not a pension consultant; it also lists no related adviser relationships. Industry affiliations identified in the filing include other investment advisers and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MIRANDA O'KEEFE

    Chief Compliance OfficerCRD 2750070

Contacts

2 of 2
  • David Grimm

    Investment AdviserCRD 8248845

  • JEFFREY FEINENDEGEN

    Managing PartnerCRD 4202523

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth