Watchtower Wealth, LLC

RIAState Registered
Total AUM
$12.1M
Discretionary
$12.1M
100% of AUM
Avg account
$243K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
Northbrook, Illinois
CRD number
327024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.42%
  • Individuals9.58%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Watchtower Wealth, LLC is an independent, Illinois-based limited liability company that provides fee-based portfolio management primarily for individuals, families, and small-business owners. The firm operates on a percentage-of-AUM fee model and is state-registered in Illinois. Its client focus is individual and family balance-sheet management rather than institutional pension consulting or multi-state advisory mandates. Investment activity centers on discretionary portfolio management for a concentrated client roster. The firm reports an owner of individual ownership type and does not identify itself as an ESG investor. Business activity emphasizes day-to-day portfolio construction and ongoing management for private clients.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 25%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds25%

Owners & executives

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Contacts

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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

Northbrook, IL

Cook

Location

Northbrook, IL

Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
707 Skokie Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth