Symmetry Wealth Management, LLC
● SEC registered since 2026CRD 297002SEC# 801-136485Mount Prospect, IL
Reg. AUM
$120.9M
Employees
2
Accounts
300
Location
Mount Prospect, IL
Symmetry Wealth Management, LLC assets under management
Symmetry Wealth Management, LLC operates as an SEC-registered investment adviser based in Mount Prospect, IL. The firm has been registered since 2026. It reports $120.9 million in regulatory assets under management and employs 2 people.
Symmetry Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Benjamin Nowak Control | President, Chief Compliance Officer, Member | Over 75% | 2018 |
Frequently asked questions
How much does Symmetry Wealth Management, LLC manage?
Symmetry Wealth Management, LLC reports $120.9 million in regulatory assets under management on its Form ADV.
How many employees does Symmetry Wealth Management, LLC have?
Symmetry Wealth Management, LLC reports 2 employees.
Where is Symmetry Wealth Management, LLC located?
Symmetry Wealth Management, LLC is based in Mount Prospect, IL and has been SEC-registered since 2026.
Does Symmetry Wealth Management, LLC disclose fund performance?
Symmetry 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 | 200 E Evergreen Ave, Suite 127, Mount Prospect, IL 60056-3294 |
| Phone | (224) 250-9373 |
| Fax | (224) 304-4322 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.9MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$120.9Mregulatory AUM
Discretionary $120.9M