4WEALTH ADVISORS, INC.
Firm details
- Headquarters
- BURR RIDGE, Illinois
- CRD number
- 129727
- Registered since
- June 11, 2018
- Website
- www.4wealthfg.com
- Custodians
- CHARLES SCHWAB & CO., INC., MID ATLANTIC CLEARING
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals40.63%
- HNWI35.19%
- Pension & Profit Sharing Plans24.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
4wealth Advisors, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2018. The firm operates as a corporation and serves both individual and family clients as well as institutional accounts. It describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include a percentage of assets under management along with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor in the disclosed materials.
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 Funds41%
- Exchange Traded Equities31%
- Cash & Cash Equivalents19%
- State & Local Bonds4%
- US Government Bonds3%
Contacts
3 of 11CHRISTOPHER GONZALES
Financial AdvisorCRD 6253502
MICHAEL MCEVOY
Client Services AssociateCRD 8123059
RITA BUNCH
Financial AdvisorCRD 1882042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$83.1M in ETFs
79%
$66M
18%
$17.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MONARCH PROCAP INDEX ETF (MPRO) | Passive | Moderate Allocation | $4.9M | 158,065 | 5.87% |
Location
BURR RIDGE, IL
DU PAGE
Location
BURR RIDGE, IL
Headquartered in BURR RIDGE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 745 McClintock Dr
- Time zone
- CT (UTC-6)
- Office locations
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