Factor Wealth Management Ltd.
● SEC registered since 1989CRD 104708SEC# 801-34937Chicago, IL
Reg. AUM
$781M
Employees
8
Accounts
880
Location
Chicago, IL
Factor Wealth Management Ltd. assets under management
Factor Wealth Management Ltd. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1989. It reports $781 million in regulatory assets under management and employs 8 people.
Factor Wealth Management Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Monahan Burns | Shareholder, Managing Partner | 5-10% | 2025 |
| Randolph C Hardy Control | Shareholder, President, Ceo, & Cco | Over 75% | 2021 |
Frequently asked questions
How much does Factor Wealth Management Ltd. manage?
Factor Wealth Management Ltd. reports $781 million in regulatory assets under management on its Form ADV.
How many employees does Factor Wealth Management Ltd. have?
Factor Wealth Management Ltd. reports 8 employees.
Where is Factor Wealth Management Ltd. located?
Factor Wealth Management Ltd. is based in Chicago, IL and has been SEC-registered since 1989.
Does Factor Wealth Management Ltd. disclose fund performance?
Factor Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 980 N Michigan Avenue, Ste 1320, Chicago, IL 60611 |
| Phone | (312) 644-5040 |
| Fax | (312) 535-4252 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$781M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$781Mregulatory AUM
Discretionary $764.9MNon-discretionary $16.2M