4WEALTH ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $275.3M |
| Discretionary | $132.7M48% of AUM |
| Non-Discretionary | $142.6M |
| Client Accounts | 1,262 |
| Avg Account Size | $218K |
| Employees | 13 |
| Peak AUM | $275.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $275M | +11.5% | +16.2% | +10.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $275.3M |
| Discretionary | $132.7M |
| Employees | 13 |
| Client Accounts | 1262 |
| Client Range | 0 |
Contact & Location
Address
745 MCCLINTOCK DRIVE
BURR RIDGE IL 60527-6490
Phone
708-695-5300
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$133M
48.2% of AUM
Non-Discretionary
$143M
51.8% of AUM
Disc. mix ▼ 35.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Jan 2026
•CFTC order
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance CompanyPension Consultant