SYSTM WEALTH SOLUTIONS LLC
Legal name: SYSTM WEALTH SOLUTIONS
CRD #321267 SEC #801-126218 CHICAGO, IL 312-236-1600
SEC Registered
Total AUM
$839.2M
Discretionary
$839.2M
Employees
1
Clients
--
Accounts
1,315
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2024
- 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 |
|---|---|---|---|---|
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| BRAMING, STEPHANIE, GRIESER | I | EXECUTIVE COMMITTEE | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| CITARDI, CISSIE | I | EXECUTIVE COMMITTEE, GENERAL COUNSEL | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DALRYMPLE, PETER, PLENK | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DEVORE, RYAN, JACOB | I | EXECUTIVE COMMITTEE | NA | Control |
| DUWA, ROBERT, J | I | EXECUTIVE COMMITTEE | NA | Control |
| DUWA, ROBERT, J | I | EXECUTIVE COMMITTEE | NA | Control |
| DUWA, ROBERT, J | I | EXECUTIVE COMMITTEE | NA | Control |
| ETTELSON, JOHN, ROGER | I | CHAIRMAN | NA | Control |
| ETTELSON, JOHN, ROGER | I | CHAIRMAN | NA | Control |
| ETTELSON, JOHN, ROGER | I | CHAIRMAN | NA | Control |
| ETTELSON, JOHN, ROGER | I | CHAIRMAN | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| GLEDHILL, BRENT, WALKER | I | PRESIDENT, CEO | NA | Control |
| MCLAUGHLIN, SCOTT, THOMAS | I | EXECUTIVE COMMITTEE | NA | Control |
| MCLAUGHLIN, SCOTT, THOMAS | I | EXECUTIVE COMMITTEE | NA | Control |
| MCLAUGHLIN, SCOTT, THOMAS | I | EXECUTIVE COMMITTEE | NA | Control |
| QUINN, MICHAEL, PATRICK | I | EXECUTIVE COMMITTEE | NA | Control |
| QUINN, MICHAEL, PATRICK | I | EXECUTIVE COMMITTEE | NA | Control |
| QUINN, MICHAEL, PATRICK | I | EXECUTIVE COMMITTEE | NA | Control |
| RASAVONGXAY, WILLSON, B | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SATTERFIELD, BETH, A | I | EXECUTIVE COMMITTEE | NA | Control |
| SATTERFIELD, BETH, A | I | EXECUTIVE COMMITTEE | NA | Control |
| SATTERFIELD, BETH, A | I | EXECUTIVE COMMITTEE | NA | Control |
| SATTERFIELD, BETH, A | I | EXECUTIVE COMMITTEE | NA | Control |
| SATTERFIELD, BETH, A | I | EXECUTIVE COMMITTEE | NA | Control |
| SATTERFIELD, BETH, A | I | EXECUTIVE COMMITTEE | NA | Control |
| SHARMA, ANURAG | I | EXECUTIVE COMMITTEE | NA | Control |
| SHARMA, ANURAG | I | EXECUTIVE COMMITTEE | NA | Control |
| SHARMA, ANURAG | I | EXECUTIVE COMMITTEE | NA | Control |
| SHARMA, ANURAG | I | EXECUTIVE COMMITTEE | NA | Control |
| SHARMA, ANURAG | I | EXECUTIVE COMMITTEE | NA | Control |
| SHARMA, ANURAG | I | EXECUTIVE COMMITTEE | NA | Control |
| TRIMBERGER, MICHAEL, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TRIMBERGER, MICHAEL, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TRIMBERGER, MICHAEL, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TRIMBERGER, MICHAEL, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZIMMER, MATTHEW, MONTGOMERY | I | EXECUTIVE COMMITTEE | NA | Control |
| ZINDEL, JON, WALTER | I | EXECUTIVE COMMITTEE, CFO | NA | Control |
| ZINDEL, JON, WALTER | I | EXECUTIVE COMMITTEE, CFO | NA | Control |
| ZINDEL, JON, WALTER | I | EXECUTIVE COMMITTEE | NA | Control |
| ZINDEL, JON, WALTER | I | EXECUTIVE COMMITTEE, CFO | NA | Control |
| ZINDEL, JON, WALTER | I | EXECUTIVE COMMITTEE, CFO | NA | Control |
| ZINDEL, JON, WALTER | I | EXECUTIVE COMMITTEE, CFO | NA | Control |
| ZINDEL, JON, WALTER | I | SENIOR ADVISOR | NA | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
| WBC HOLDINGS, L.P. | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
| WBC GP L.L.C. | DE | WBC HOLDINGS, L.P. | F | Control |
Registrations
Federal
IA
Apr 25, 2024 REGISTERED
Notice Filings (52)
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Address
150 N. RIVERSIDE PLAZACHICAGO, IL 60606
United States
Phone: 312-236-1600