RIA Intelligence

WHEATON WEALTH PARTNERS, LLC

CRD #153638 SEC #801-73106 WHEATON, IL 630-221-9222
SEC Registered
Total AUM
$77.7M
Discretionary
$77.7M
Employees
4
Clients
51
Accounts
371

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 2, 2015
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERE Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERE Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERE Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERE Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERE Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
DRAGSTREM, JOHN, ROLLAIMEMBER/CHIEF COMPLIANCE OFFICERD Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
O'DELL, ROBERT, KENNEDYIMEMBERC Control
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
FINLEY, JOHN, GARDNERIMEMBERB
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA
COULTER, HEATHER, MARIEIMEMBERA

Registrations

Federal

IA
Dec 2, 2015 REGISTERED

Notice Filings (2)

FL IL

Address

316 W. ROOSEVELT RD.
SUITE 100
WHEATON, IL 60187
United States
Phone: 630-221-9222