McDonnell Wealth Management, LLC
● SEC registered since 2025CRD 164252SEC# 801-133008Frankfort, IL
Reg. AUM
$166.7M
Employees
3
Accounts
467
Location
Frankfort, IL
McDonnell Wealth Management, LLC assets under management
McDonnell Wealth Management, LLC is an SEC-registered investment adviser based in Frankfort, IL. The firm has been registered since 2025. It reports $166.7 million in regulatory assets under management and employs 3 people.
McDonnell Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Joseph McDonnell Control | Managing Member, Principal And Chief Compliance Officer | 50-75% | 2012 |
| Joseph John McDonnell Control | Managing Member And Principal | 50-75% | 2012 |
Frequently asked questions
How much does McDonnell Wealth Management, LLC manage?
McDonnell Wealth Management, LLC reports $166.7 million in regulatory assets under management on its Form ADV.
How many employees does McDonnell Wealth Management, LLC have?
McDonnell Wealth Management, LLC reports 3 employees.
Where is McDonnell Wealth Management, LLC located?
McDonnell Wealth Management, LLC is based in Frankfort, IL and has been SEC-registered since 2025.
Does McDonnell Wealth Management, LLC disclose fund performance?
McDonnell 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 | 19550 S Harlem Avenue, Suite 3, Frankfort, IL 60423 |
| Phone | 708-925-9507 |
| Fax | 708-687-1199 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$166.7M▲ 26%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$166.7Mregulatory AUM
Discretionary $162.4MNon-discretionary $4.3M