Investment adviser · CRD 283644
TC WEALTH PARTNERS, LLC
Investment adviser filing (IA)
DOWNERS GROVE, IL, United States · Form ADV filed Jan 19, 2022
- Regulatory AUM
- $1.06B Form ADV · Item 5.F
- Client accounts
- 1,626 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 20 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 | 232 | $853,677,787 | 80.7% |
| Individuals | 395 | $161,471,915 | 15.3% |
| Charities | 9 | $28,610,062 | 2.7% |
| Corporations & businesses | 15 | $13,873,891 | 1.3% |
Filing source
Form ADV 1590710 · Jan 19, 2022 · 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: Jan 19, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
1901 BUTTERFIELD ROAD, SUITE 1000DOWNERS GROVE, IL, 60515, United States
CRD 283644
Filing source
Form ADV 1590710 · Jan 19, 2022 · 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.