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Dillow Wealth Management LLC

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Client assets under management

$106,259,140

Clients

18

78% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

9

Very Low

Average account size

$5,903,286

About

Dillow Wealth Management provides wealth management, investment management, and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary services and acts as a fiduciary in its advisory engagements.

The firm constructs customized portfolios using low‑cost mutual funds and ETFs but also may incorporate individual stocks, bonds, independent managers, options contracts, structured notes, and alternative pooled investments (including limited partnerships) to meet client objectives. Dillow Wealth Management combines fundamental and technical analysis with a generally long‑term orientation while retaining the ability to trade more actively for rebalancing, hedging, or client cash needs.

What is distinctive about the firm is its small client base relative to assets under management: approximately 18 clients and about $106 million in AUM, resulting in a high level of assets per client compared with many peers. The firm’s documented use of pooled vehicles and derivatives alongside both discretionary and non‑discretionary mandates, together with an institutional custody relationship that provides operational support, differentiate its service mix from many similarly sized advisors.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing Options & derivatives strategies Concentrated stock management Private / alternative investments

Fee options

Fixed

Standalone financial planning services offered for fixed fees ranging from $10,000 to $100,000 per engagement, negotiable.

Percentage

0.30% to 1.00% annually (range based on factors such as scope, complexity, asset level, and overall relationship)

Other

Fee-only: Wealth management fees are charged quarterly in advance, based on prior quarter end market value of assets under management, ranging from 0.30% to 1.00% annually, negotiable.

Main office location

Dillow Wealth Management LLC

700 Commerce Drive, Suite 500

Oak Brook IL 60523, United States

Number of offices

1

Most active in

Illinois · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ian D

Series 65

Oak Brook, IL

Dillow Wealth Management LLC

Ian Dillow is a financial advisor at Dillow Wealth Management LLC in Oak Brook, IL, holding a Series 65 designation with approximately four years of professional experience. Prior to founding his firm in 2025, he worked at Dexian and was affiliated with High Point University. Dillow Wealth Management provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage portfolios primarily composed of low-cost mutual funds and ETFs, supplemented with individual securities, structured products, and derivatives, with an emphasis on client trade authority and selective tactical trading.

Passive / index investing Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Timothy D

CFP®, Series 66

Oak Brook, IL

Dillow Wealth Management LLC

Timothy Dillow is a CFP®-certified financial advisor with 22 years of industry experience. He is the principal at Dillow Wealth Management LLC and has previously worked at UBS Financial Services, LPL Financial, Leelyn Smith, LLC, and Cypress Wealth Management. Outside of his advisory work, he is involved in several non-investment ventures, including managing a cheese production and distribution business and supporting a literary project based on his life. Dillow Wealth Management provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes low-cost mutual funds and ETFs supplemented by individual securities and alternative investments, managing most assets on a non-discretionary basis and incorporating derivatives and structured products in client portfolios.

Passive / index investing Options & derivatives strategies Concentrated stock management Private / alternative investments
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