Investment adviser · CRD 321267
SYSTM WEALTH SOLUTIONS
Investment adviser filing (IA)
SYSTM WEALTH SOLUTIONS LLC
CHICAGO, IL, United States · Form ADV filed Apr 25, 2024
- Regulatory AUM
- $839M Form ADV · Item 5.F
- Client accounts
- 1,315 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 0 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 |
|---|---|---|---|
| Individuals | 1,256 | $734,973,684 | 87.6% |
| Corporations & businesses | 58 | $104,026,655 | 12.4% |
| Retirement plans | Fewer than 5 | $176,533 | 0.0% |
| High-net-worth individuals | Fewer than 5 | $0 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1870023 · Apr 25, 2024 · 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: Apr 25, 2024. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
150 N. RIVERSIDE PLAZACHICAGO, IL, 60606, United States
CRD 321267
Filing source
Form ADV 1870023 · Apr 25, 2024 · 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.