RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 1, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ATKINS, BRIAN, WILLIAMIPRESIDENTNA Control
ATKINS, BRIAN, WILLIAMIPRESIDENTNA Control
ATKINS, BRIAN, WILLIAMIPRESIDENTNA Control
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
Smith, Stephen, RichardISHAREHOLDERNA Control
Smith, Stephen, RichardISHAREHOLDERNA Control
Smith, Stephen, RichardISHAREHOLDERNA Control
SIGNIFICANT WEALTH HOLDINGS,LLCDEMEMBERE Control
SIGNIFICANT WEALTH HOLDINGS,LLCDEMEMBERE Control
SIGNIFICANT WEALTH HOLDINGS,LLCDEMEMBERE Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
ATKINS, BRIAN, WILLIAMIPRESIDENTD Control
ATKINS, BRIAN, WILLIAMIPRESIDENTD Control
ATKINS, BRIAN, WILLIAMIPRESIDENTD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control
Smith, Stephen, RichardISHAREHOLDERD Control

Registrations

Federal

IA
Aug 1, 2025 REGISTERED

Notice Filings (2)

FL IL

Address

117 W. MAIN ST.
CARY, IL 60013
United States
Phone: (847) 639-7830