National Retirement Planning Experts

National Coverage
Local Professionals

MODEL WEALTH

55 S. Main St.
Suite 380
Naperville, Illinois 60540
Tel: (630) 381-1170

Need a Financial Advisor?
Compare Vetted Advisors

About MODEL WEALTH

MODEL WEALTH, formally registered with the SEC as MODEL WEALTH. The firm was established in 09/06/2019. They have over 1 offices throughout the country.

MODEL WEALTH is a Naperville, Illinois based Financial Planning firm with nearly $162,450,148 assets under management, offering retirement planning & investment advisory services to 398 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#299798
SEC#801-117301
Assets Managed by Firm$162,450,148
No. of Clients398
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total398$162,450,148
Individuals (other than high net worth individuals)51$12,684,323
High net worth individuals72$146,172,970
Corporations or other businesses2$3,592,855

More Retirement Planning firms in Naperville, Illinois:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED
50 S Lasalle Street
Chicago, IL, 60603-1008
$902,656,985,58041219726
INVESCO CAPITAL MANAGEMENT LLC
3500 Lacey Road, Suite 700
Downers Grove, IL, 60515
$400,637,542,107425193
ENVESTNET PMC
One North Wacker Drive Suite 1925
Chicago, IL, 60606
$346,833,814,0211713518479
NUVEEN ASSET MANAGEMENT, LLC
333 West Wacker Drive
Chicago, IL, 60606
$248,648,334,76670634421
LGIM AMERICA
71 South Wacker Drive, Suite 800
Chicago, IL, 60606
$209,018,543,172551271

Explore More Retirement Advisors in Naperville, Illinois