Significant Wealth Partners LLC
● SEC registered since 2023CRD 293060SEC# 801-128037Cary, IL
Reg. AUM
$126.1M
Employees
8
Accounts
851
Location
Cary, IL
Significant Wealth Partners LLC assets under management
Significant Wealth Partners LLC is an SEC-registered investment adviser based in Cary, IL. The firm has been registered since 2023. It reports $126.1 million in regulatory assets under management and employs 8 people.
Significant Wealth Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Atkins Control | President | Under 5% | 2018 |
| Kelly Melissa Christopher | Chief Compliance Officer | Under 5% | 2024 |
| Significant Wealth Holdings,llc Control | Member | Over 75% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Significant Wealth Partners LLC manage?
Significant Wealth Partners LLC reports $126.1 million in regulatory assets under management on its Form ADV.
How many employees does Significant Wealth Partners LLC have?
Significant Wealth Partners LLC reports 8 employees.
Where is Significant Wealth Partners LLC located?
Significant Wealth Partners LLC is based in Cary, IL and has been SEC-registered since 2023.
Does Significant Wealth Partners LLC disclose fund performance?
Significant Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 117 W. Main St., Cary, IL 60013 |
| Phone | (847) 639-7830 |
| Fax | (847) 639-7831 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.1M▼ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$126.1Mregulatory AUM
Discretionary $126.1M