MCDONNELL WEALTH MANAGEMENT, LLC
Legal name: MCDONNELL CAPITAL MANAGEMENT
CRD #164252 SEC #801-133008 FRANKFORT, IL 708-925-9507
SEC Registered
Total AUM
$132.7M
Discretionary
$129M
Employees
2
Clients
10
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $132.7M | $129M | $3.8M | 2 | 2 |
| May 2025 | $132.7M | $129M | $3.8M | 2 | 2 |
DateAug 2025
Total AUM$132.7M
Discretionary$129M
Non-Disc.$3.8M
Employees2
Clients2
DateMay 2025
Total AUM$132.7M
Discretionary$129M
Non-Disc.$3.8M
Employees2
Clients2