4wealth Advisors, Inc.
● SEC registered since 2018CRD 129727SEC# 801-113392Burr Ridge, IL
Reg. AUM
$275.3M
Employees
13
Accounts
1,262
Location
Burr Ridge, IL
4wealth Advisors, Inc. assets under management
4wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Burr Ridge, IL. The firm has been registered since 2018. It reports $275.3 million in regulatory assets under management and employs 13 people.
4wealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Dominic Recchia Control | President/Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does 4wealth Advisors, Inc. manage?
4wealth Advisors, Inc. reports $275.3 million in regulatory assets under management on its Form ADV.
How many employees does 4wealth Advisors, Inc. have?
4wealth Advisors, Inc. reports 13 employees.
Where is 4wealth Advisors, Inc. located?
4wealth Advisors, Inc. is based in Burr Ridge, IL and has been SEC-registered since 2018.
Does 4wealth Advisors, Inc. disclose fund performance?
4wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 745 McClintock Drive, Suite 150, Burr Ridge, IL 60527-6490 |
| Phone | 708-695-5300 |
| Fax | 708-456-9130 |
| Office hours | Monday - Friday 8:30 - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2056676 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$275.3M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$275.3Mregulatory AUM
Discretionary $132.7MNon-discretionary $142.6M