DBA: FACTOR WEALTH MANAGEMENT
| Total AUM | $781.0M |
| Discretionary | $764.9M98% of AUM |
| Non-Discretionary | $16.2M |
| Client Accounts | 880 |
| Avg Account Size | $888K |
| Employees | 7 |
| Peak AUM | $781.0MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $781M | +23.9% | +21.7% | +16.2% | |
| Discretionary AUM | |||||
| Total AUM | $781.0M |
| Discretionary | $764.9M |
| Employees | 7 |
| Client Accounts | 880 |
| Client Range | 101-250 |
Address
980 N MICHIGAN AVENUE
CHICAGO IL 60611
Phone
(312) 644-5040
Filing History
49 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$765M
97.9% of AUM
Non-Discretionary
$16M
2.1% of AUM
Disc. mix ▲ 7.3pp vs 1 year ago
Custody
No related registrations reported
| +11.3% /yrover 25 yrs · 49 filings |
Total AUM
$781M
| $765M |
| +33.9% |
| +43.2% |
| — |
| Non-Disc. AUM | $16M | 72.7% | 54.6% | 46.5% |
| Total Accounts | 880 | +8.6% | +8.1% | +7.1% |
| Avg Account Size | $887,522.499 | +14.1% | +12.6% | +8.5% |
| Employees | 7 | +40.0% | +11.9% | +11.8% |
| AUM / Employee | $112M | 11.5% | +8.8% | +3.9% |
Client AUM Segments | |||||
| Wealth AUM | $781M | +23.9% | +22.0% | +16.4% | |
Client Count Segments | |||||
| HNW Clients | 64 | +20.8% | +5.2% | +2.7% | |
| Individuals | 175 | +3.6% | +6.0% | +7.0% | |