Organize, Protect & Grow Your Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,346,000
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
100
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
100
Average account size
$193,460
About
Organize, Protect & Grow Your Wealth, LLC provides discretionary portfolio management and investment planning primarily for individual and high‑net‑worth clients, and also contracts with pension and profit‑sharing plans, charitable organizations, and corporate/business entities. The firm documents client objectives in written Investment Policy Statements and implements strategies across mutual funds, equities, ETFs, fixed income, REITs and commodities.
The adviser employs a blend of analytical methods — including fundamental, quantitative, technical, charting and cyclical analysis — and applies modern portfolio theory while utilizing both long‑ and short‑term trading as appropriate. Accounts are managed on a discretionary basis, with monthly reviews and custodial reporting, and the firm states a policy of seeking fair allocation of limited investment opportunities among clients.
Compared with many independent advisers, the firm’s client mix (charities, corporate entities and retirement plans) is atypical, and the brochure notes assets under management of roughly $19.3 million for about 100 client accounts. The firm’s disclosure section also reports a FINRA‑related disciplinary matter in March–April 2021 that resulted in a temporary suspension (consented to without admitting or denying the findings), an item prospective clients may want to review alongside the firm’s practices.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
1.00% to 3.00% annually (negotiable)
Main office location
Organize, Protect & Grow Your Wealth, LLC
1 S430 Wenmoth Road, Suite A
Batavia IL 60510, United States
Number of offices
1
Most active in
Organize, Protect & Grow Your Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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