15 Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 9 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
15 Wealth Advisors LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth individuals, and business entities. Its services include acting as sponsor and portfolio manager for a wrap fee program, selecting and allocating to third‑party investment advisers and funds, and offering financial planning on hourly and ongoing subscription bases.
The firm typically emphasizes ETF-based allocations and may use long‑term trading, options strategies, and model allocations alongside quantitative, technical, fundamental and modern‑portfolio‑theory analysis. 15 Wealth tailors programs to client restrictions, can manage accounts on a discretionary basis, and conducts due diligence (phone calls, meetings, performance and strategy reviews) when selecting third‑party managers or private fund allocations.
Distinctive aspects noted in the brochure include its role as a wrap fee program sponsor, the involvement of supervised persons who are registered representatives and licensed insurance agents (creating disclosed conflicts of interest), and an explicit practice of selecting other advisers to manage client assets. The firm also discloses it was formed in 2026 and currently reports no assets under management, while offering both hourly planning fees and fixed subscription planning options and requiring use of a designated custodian for program accounts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
College savings (529s, UTMA, etc.)
Annuities
Fee options
Supervised persons are registered representatives of a broker-dealer and may accept commissions for the sale of investment products to clients; commissions are not the firm's primary source of compensation.
Hourly financial planning fees negotiated between $0 and $500 per hour.
Ongoing fixed subscription fees for financial planning range between $0 and $50,000; paid monthly, quarterly, or annually.
Main office location
15 Wealth Advisors LLC
291 N Archer Ave
Mundelein IL 60060, United States
Number of offices
3
Most active in
15 Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Colorado · Florida · Illinois · Indiana · Michigan · Ohio · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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