SIGNIFICANT WEALTH PARTNERS LLC

117 W. Main St.
Cary, Illinois 60013
Tel: (847) 639-7830

About SIGNIFICANT WEALTH PARTNERS LLC

SIGNIFICANT WEALTH PARTNERS LLC, formally registered with the SEC as SIGNIFICANT WEALTH PARTNERS LLC. The firm was established in 05/23/2023. They have over 4 offices throughout the country.

SIGNIFICANT WEALTH PARTNERS LLC is a Cary, Illinois based Financial Planning firm with nearly $210,000,000 assets under management, offering retirement planning & investment advisory services to 439 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293060
SEC#	801-128037
Assets Managed by Firm	$210,000,000
No. of Clients	439
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	439	$210,000,000
Individuals (other than high net worth individuals)	384	$103,000,000
High net worth individuals	55	$107,000,000

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