← Directory
VIA IV INVESTMENTS, LLC
CRD 121992File 801-120335
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$221.8M
Below cohort median (national)
Discretionary AUM
$221.8M
Clients
532
532 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 16, 2021
- Principal office
- 1333 BURR RIDGE PARKWAY, SUITE 200, BURR RIDGE, IL, 60527
- Phone
- 630-674-7226
- Website
- HTTP://WWW.VIAIV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $221.8M
- Discretionary AUM
- $221.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 532
- Non-discretionary accounts
- 0
- Total accounts
- 532
- AUM per client
- $417K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $127.7M |
| Individuals (other than high net worth individuals) | 461 | $94.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.