Investment adviser · CRD 113570

SOLUTIONS FOR WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

BOURBONNAIS, IL, United States · Form ADV filed Mar 28, 2016

Regulatory AUM
$174M
Form ADV · Item 5.F
Client accounts
643
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 28, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1605 N CONVENT
BOURBONNAIS, IL, 60914, United States

CRD 113570

Filing source

Form ADV 994939 · Mar 28, 2016 · 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.