4WEALTH ADVISORS, INC.
CRD #129727 SEC #801-113392 BURR RIDGE, IL 708-695-5300
SEC Registered
Total AUM
$246.9M
Discretionary
$207.7M
Employees
13
Clients
0
Accounts
1,306
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $246.9M | $207.7M | $39.2M | 13 | 0 |
| Jun 2024 | $212.5M | $173.6M | $39M | 12 | 0 |
| Mar 2024 | $212.5M | $173.6M | $39M | 12 | 0 |
| Mar 2024 | $212.5M | $173.6M | $39M | 12 | 0 |
| Mar 2023 | $173.5M | $132M | $41.5M | 11 | 0 |
| Mar 2022 | $190.3M | $151.7M | $38.6M | 10 | 0 |
| Mar 2021 | $166M | $130.3M | $35.7M | 8 | 2 |
| Jun 2020 | $141.6M | $111.4M | $30.2M | 8 | 2 |
| Mar 2020 | $141.6M | $111.4M | $30.2M | 8 | 2 |
| Aug 2019 | $122M | $96.1M | $25.9M | 8 | 10 |
| Mar 2019 | $122M | $96.1M | $25.9M | 8 | 10 |
| May 2018 | $122.9M | $91.6M | $31.3M | 9 | 10 |
| May 2018 | $122.9M | $91.6M | $31.3M | 9 | 10 |
DateMar 2025
Total AUM$246.9M
Discretionary$207.7M
Non-Disc.$39.2M
Employees13
Clients0
DateJun 2024
Total AUM$212.5M
Discretionary$173.6M
Non-Disc.$39M
Employees12
Clients0
DateMar 2024
Total AUM$212.5M
Discretionary$173.6M
Non-Disc.$39M
Employees12
Clients0
DateMar 2024
Total AUM$212.5M
Discretionary$173.6M
Non-Disc.$39M
Employees12
Clients0
DateMar 2023
Total AUM$173.5M
Discretionary$132M
Non-Disc.$41.5M
Employees11
Clients0
DateMar 2022
Total AUM$190.3M
Discretionary$151.7M
Non-Disc.$38.6M
Employees10
Clients0
DateMar 2021
Total AUM$166M
Discretionary$130.3M
Non-Disc.$35.7M
Employees8
Clients2
DateJun 2020
Total AUM$141.6M
Discretionary$111.4M
Non-Disc.$30.2M
Employees8
Clients2
DateMar 2020
Total AUM$141.6M
Discretionary$111.4M
Non-Disc.$30.2M
Employees8
Clients2
DateAug 2019
Total AUM$122M
Discretionary$96.1M
Non-Disc.$25.9M
Employees8
Clients10
DateMar 2019
Total AUM$122M
Discretionary$96.1M
Non-Disc.$25.9M
Employees8
Clients10
DateMay 2018
Total AUM$122.9M
Discretionary$91.6M
Non-Disc.$31.3M
Employees9
Clients10
DateMay 2018
Total AUM$122.9M
Discretionary$91.6M
Non-Disc.$31.3M
Employees9
Clients10