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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCDONNELL, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MCDONNELL, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MCDONNELL, JOSEPH, JOHN | I | MANAGING MEMBER AND PRINCIPAL | D | Control |
| MCDONNELL, JOSEPH, JOHN | I | MANAGING MEMBER AND PRINCIPAL | D | Control |
Registrations
Federal
IA
Aug 22, 2025 REGISTERED
Notice Filings (5)
IL IN NE TX VA
Address
19550 S HARLEM AVENUESUITE 3
FRANKFORT, IL 60423
United States
Phone: 708-925-9507