4WEALTH ADVISORS, INC.

745 Mcclintock Drive
Suite 150
Burr Ridge, Illinois 60527-6490
Tel: 708-695-5300

About 4WEALTH ADVISORS, INC.

4WEALTH ADVISORS, INC, formally registered with the SEC as 4WEALTH ADVISORS, INC. The firm was established in 06/11/2018. They have over 2 offices throughout the country.

4WEALTH ADVISORS, INC. is a Burr Ridge, Illinois based Financial Planning firm with nearly $212,543,453 assets under management, offering retirement planning & investment advisory services to 1101 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129727
SEC#	801-113392
Assets Managed by Firm	$212,543,453
No. of Clients	1101
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SHARES IN THIRD-PARTY ADVISORY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1101	$212,543,453
Individuals (other than high net worth individuals)	423	$85,280,716
High net worth individuals	47	$66,571,539
Pension and profit sharing plans	72	$60,691,198

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BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
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