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Solutions For Wealth Management, LLC (Bourbonnais)


Solutions For Wealth Management, LLC is a large advisory firm based in Bourbonnais. It manages $173.66 million of regulatory assets for 643 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.

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Solutions For Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Solutions For Wealth Management: assets under management

The assets under management (AUM) of Solutions For Wealth Management, LLC is $173.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 362% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $173.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $270.07 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Solutions For Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bourbonnais

The principal office where Solutions For Wealth Management, LLC performs its advisory services is located at 1605 N Convent, Bourbonnais, IL 60914, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 815-935-6636 or by fax 815-935-0360. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at w-m-s.com.


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