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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.