Investment adviser · CRD 297002
ALO FINANCIAL PLANNING
Investment adviser filing (IA)
SYMMETRY WEALTH MANAGEMENT, LLC
MOUNT PROSPECT, IL, United States · Form ADV filed May 14, 2026
- Regulatory AUM
- $121M Form ADV · Item 5.F
- Client accounts
- 300 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 39 | $107,990,741 | 89.3% |
| Individuals | 28 | $12,924,894 | 10.7% |
Filing source
Form ADV 2059691 · May 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
200 E EVERGREEN AVE, SUITE 127MOUNT PROSPECT, IL, 60056-3294, United States
CRD 297002
Filing source
Form ADV 2059691 · May 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.