FACTOR WEALTH MANAGEMENT LTD.
DBA: FACTOR WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $781.0M |
| Discretionary | $764.9M98% of AUM |
| Non-Discretionary | $16.2M |
| Client Accounts | 880 |
| Avg Account Size | $888K |
| Employees | 8 |
| Peak AUM | $781.0MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $781M | +23.9% | +21.7% | +16.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $781.0M |
| Discretionary | $764.9M |
| Employees | 8 |
| Client Accounts | 880 |
| Client Range | 101-250 |
Contact & Location
Address
980 N MICHIGAN AVENUE
CHICAGO IL 60611
Phone
(312) 644-5040
Filing History
50 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$765M
97.9% of AUM
Non-Discretionary
$16M
2.1% of AUM
Disc. mix ▲ 7.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
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
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported