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 SEC-registered registered investment adviser organized as an LLC. The firm functions as a capital allocator for both individual & family clients and institutional accounts, offering fee models that include a percentage of assets under management and fixed fees. Advisory services emphasized in filings include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars. The firm also operates as an insurance broker and reports roles as sponsor/GP/managing member of pooled investment vehicles. It does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2BRIAN ATKINS
CEOCRD 6100366
KELLY CHRISTOPHER
Chief Compliance OfficerCRD 6000499
Contacts
3 of 3Joshua 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
$25.3M in ETFs
49%
$12.4M
49%
$13M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF (GPIQ) | Goldman Sachs | Active | Derivative Income | $6.1M | 123,607 | 24.16% |
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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