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Model Wealth Share
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Overview Share
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Naperville, Illinois
$115.5 million AUM
1 office

Model Wealth is based in Naperville, Illinois and has $115.5 million in assets under management.

Location
55 S. Main Street
Suite 380
Naperville, IL 60540
$115.5 million
AUM
2
Employees
AUM Share
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$115,538,914
Assets under management
280 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 53 $15,861,020 14% $299,265
High net worth individuals 81 $96,307,456 83% $1,188,981
Other corporations or businesses 2 $3,370,438 3% $1,685,219
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$115,538,914
Assets under management
$57,769,457
AUM per employee
$57,769,457
AUM per investment analyst
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Compensation

Model Wealth makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Model Wealth provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 299,798
SEC number 801-117301
Legal structure Corporation
Legal governance Illinois, United States
Latest ADV filing date May 06, 2020

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Saf Advisors LLC
Fund: Under $1 billion
Fairview Capital Partners, Inc.
Fund: $2,401,492,940
Longpoint Realty Partners, LP
Fund: $703,931,911
Ifb Wealth Management LLC
Fund: $162,371,677
Novem Group
Fund: $733,585,946
Anglepoint Asset Management, LTD.
Fund: $1,905,438,898
Crosstree Real Estate Partners LLP
Fund: Under $1 billion

Additional Funds

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Karpas Strategies LLC
Fund: $343,172,131
Argan Capital
Fund: Under $1 billion
Fimi 4 2007 LTD
Fund: Under $1 billion
Horizons Wealth Management
Fund: $106,825,078
Longevity Funds 2 LLC
Fund: Under $1 billion
Trinitas Capital Management
Fund: $4,872,289,801

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