Attune Wealth Management LLC
● SEC registered since 2026CRD 342568SEC# 801-136441
Reg. AUM
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Employees
2
Accounts
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Location
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Attune Wealth Management LLC assets under management
Attune Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It employs 2 people.
Attune Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Carl Polson Control | Member And Manager | Over 75% | 2026 |
| Julie Ann Wagner | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How many employees does Attune Wealth Management LLC have?
Attune Wealth Management LLC reports 2 employees.
Does Attune Wealth Management LLC disclose fund performance?
Attune Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 515-901-8804 |
| Office hours | Home Office Location - No Business Hours |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,825 advisers