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4WEALTH ADVISORS, INC.
CRD 129727File 801-113392
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$275.3M
Below cohort median (national)
Discretionary AUM
$132.7M
Non-discretionary $142.6M
Clients
567
1,262 accounts
Employees
13
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 11, 2018
- Principal office
- 745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL, 60527-6490
- Phone
- 708-695-5300
- Website
- HTTP://WWW.4WEALTHFG.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $275.3M
- Discretionary AUM
- $132.7M
- Non-discretionary AUM
- $142.6M
- Discretionary accounts
- 1,228
- Non-discretionary accounts
- 34
- Total accounts
- 1,262
- AUM per client
- $486K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $96.9M |
| Pension and profit sharing plans | 59 | $66.6M |
| Individuals (other than high net worth individuals) | 448 | $111.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SHARES IN THIRD-PARTY ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 593 | 567 | decreased by26 |
| Apr 1, 2026 | AUM | $246,912,650 | $275,278,482 | increased by$28,365,832 |
| Apr 1, 2026 | Accounts | 1,306 | 1,262 | decreased by44 |
| Feb 1, 2026 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 455 | 593 | increased by138 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $190,256,659 | $246,912,650 | increased by$56,655,991 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 455 | 1,306 | increased by851 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Clients | 425 | 455 | increased by30 |
| Apr 1, 2022 | AUM | $166,029,311 | $190,256,659 | increased by$24,227,348 |
| Apr 1, 2022 | Accounts | 890 | 455 | decreased by435 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “4WEALTH ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“4WEALTH ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.