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OFM WEALTH
Winterset Office Park
10709 West 159th Street
Orland Park, Illinois 60467
Tel: (708) 403-2800
About OFM WEALTH
OFM WEALTH, formally registered with the SEC as OFM WEALTH. The firm was established in 06/11/2013. They have over 3 offices throughout the country.
OFM WEALTH is a Orland Park, Illinois based Financial Planning firm with nearly $291,214,586 assets under management, offering retirement planning & investment advisory services to 919 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123091 |
| SEC# | 801-78123 |
| Assets Managed by Firm | $291,214,586 |
| No. of Clients | 919 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 919 | $291,214,586 |
| Individuals (other than high net worth individuals) | 140 | $46,939,163 |
| High net worth individuals | 72 | $224,171,249 |
| Pension and profit sharing plans | 5 | $5,991,373 |
| Corporations or other businesses | 6 | $14,112,801 |
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|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
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| $239,614,971,441 | 59703 | 397 |
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