Adviser Profile
| As of Date | 07/05/2025 |
| Registration status | Registration Changed to AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC |
| ADV Location | CRYSTAL LAKE, IL, United States |
| Contact Info | 815 xxxxxxx |
| Websites |
| AUM* | 115,911,707 232% |
| of that, discretionary | 77,950,953 100% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 501,782 -38% |
| % High Net Worth | 16.50% -56% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds