SIGNIFICANT WEALTH PARTNERS LLC
CRD #293060 SEC #801-128037 CARY, IL (847) 639-7830
SEC Registered
Total AUM
$248M
Discretionary
$248M
Employees
7
Clients
10
Accounts
1,396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $248M | $248M | $0 | 7 | 0 |
| Apr 2025 | $248M | $248M | $0 | 7 | 0 |
| Mar 2025 | $248M | $248M | $0 | 7 | 0 |
| Nov 2024 | $210M | $210M | $0 | 7 | 2 |
| Aug 2024 | $210M | $210M | $0 | 7 | 2 |
| May 2024 | $210M | $210M | $0 | 7 | 2 |
| Mar 2024 | $210M | $210M | $0 | 7 | 2 |
| Jan 2024 | $200M | $200M | $0 | 7 | 2 |
| Jan 2024 | $200M | $200M | $0 | 7 | 2 |
| Dec 2023 | $186M | $186M | $0 | 7 | 0 |
| Oct 2023 | $152.9M | $152.9M | $0 | 7 | 0 |
| Jun 2023 | $142.5M | $142.5M | $0 | 7 | 0 |
| Jun 2023 | $128M | $128M | $0 | 7 | 0 |
| May 2023 | $128M | $128M | $0 | 7 | 0 |
| Apr 2023 | $128M | $128M | $0 | 7 | 0 |
DateAug 2025
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees7
Clients2
DateAug 2024
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees7
Clients2
DateMay 2024
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees7
Clients2
DateMar 2024
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees7
Clients2
DateJan 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees7
Clients2
DateJan 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees7
Clients2
DateDec 2023
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees7
Clients0