CONSTELLATION WEALTH CAPITAL

609 W. Randolph St.
6th Floor
Chicago, Illinois 60661
Tel: 312-626-6067

About CONSTELLATION WEALTH CAPITAL

CONSTELLATION WEALTH CAPITAL, formally registered with the SEC as CONSTELLATION WEALTH CAPITAL. The firm was established in 09/19/2023. They have over 1 offices throughout the country.

CONSTELLATION WEALTH CAPITAL is a Chicago, Illinois based Financial Planning firm with nearly $549,708,840 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326917
SEC#	801-128736
Assets Managed by Firm	$549,708,840
No. of Clients	4
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$549,708,840

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