ALO FINANCIAL PLANNING

Legal name: SYMMETRY WEALTH MANAGEMENT, LLC

CRD 297002File 801-136485

APPROVED

Retail clients

Filing as of May 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$120.9M

Bottom 25% of cohort (national)

Discretionary AUM

$120.9M

Clients

300 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 12, 2026
Principal office: 200 E EVERGREEN AVE, SUITE 127, MOUNT PROSPECT, IL, 60056-3294
Phone: (224) 250-9373
Website: https://alo.financial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $120.9M
Discretionary AUM: $120.9M
Non-discretionary AUM: $0
Discretionary accounts: 300
Non-discretionary accounts: 0
Total accounts: 300
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	39	$108.0M
Individuals (other than high net worth individuals)	28	$12.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed 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: 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 11

This 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.