Cahill Wealth Management, LLC
CRD 134508SEC# 801-64009Portage, MI
No longer SEC-registered. Cahill Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$442.1M
Employees
4
Accounts
1,064
Location
Portage, MI
Cahill Wealth Management, LLC assets under management
Cahill Wealth Management, LLC is an SEC-registered investment adviser based in Portage, MI. It reports $442.1 million in regulatory assets under management and employs 4 people.
Cahill Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Ann Cahill Control | Managing Member | 50-75% | 2015 |
| Ryan Devlin Cahill Control | Managing Member/Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Cahill Wealth Management, LLC manage?
Cahill Wealth Management, LLC reports $442.1 million in regulatory assets under management on its Form ADV.
How many employees does Cahill Wealth Management, LLC have?
Cahill Wealth Management, LLC reports 4 employees.
Where is Cahill Wealth Management, LLC located?
Cahill Wealth Management, LLC is based in Portage, MI.
Does Cahill Wealth Management, LLC disclose fund performance?
Cahill Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5831 Oakland Drive, Portage, MI 49024 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$442.1MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$442.1Mregulatory AUM
Discretionary $442.1M