Significant Wealth Partners LLC logo

Significant Wealth Partners LLC

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Client assets under management

$125,702,586

Clients

845

2% high-net worth

Advisors

4

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

211

Very High

Average account size

$148,760

About

Significant Wealth Partners serves individual and high‑net‑worth clients as well as corporate clients, offering discretionary portfolio management and financial planning. The firm constructs individualized investment policy statements and implements strategies through managed accounts, and may refer clients to third‑party managers or alternative private investments when appropriate.

The firm’s investment process blends fundamental, quantitative, technical, and modern portfolio theory analyses to build portfolios, and it employs long‑term trading alongside options strategies and selective use of leveraged and inverse ETFs. SWP typically seeks discretionary trading authority and may facilitate or recommend futures exposure through affiliated futures arrangements when those strategies are deemed suitable for a client’s objectives.

Noteworthy distinctions include affiliations with commodity/futures activity and involvement in sponsoring or syndicating alternative funds, as well as an affiliated investment adviser under common control. Several firm personnel are licensed insurance agents who may offer fixed annuities and the firm conducts educational seminars and workshops; with roughly 845 clients and four advisors, the firm operates with a materially higher client‑to‑advisor ratio than many peer teams.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis

Occupation focus

Executive

Fee options

Fixed

Fixed fee up to 1.00% of plan assets for standalone financial planning services; fees are negotiable and attached as an exhibit to the Financial Planning Agreement.

Percentage

$0.00 - $1,000,000.00: 1.00% annually >$1,000,000.00+: 0.75% annually

Commissions

Commissions on sale of insurance products are paid to Atkins & Associates, LLC, not SWP; SWP does not receive commissions on other securities or investment products.

Main office location

Significant Wealth Partners LLC

117 W. Main St.

Cary IL 60013, United States

Number of offices

3

Most active in

Florida · Illinois · Wisconsin

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

Alayna L

Series 66

Cary, IL

Significant Wealth Partners LLC

Alayna Leuzé is a financial advisor with Significant Wealth Partners LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stephen Smith Financial, Inc. She is also licensed as an insurance agent and engages in insurance sales outside of her advisory work. Significant Wealth Partners serves individual and high-net-worth clients through portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis with documented client risk tolerances and Investment Policy Statements.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis Executive
user avatar

Joshua L

Series 65

Cary, IL

Significant Wealth Partners LLC

Joshua Lang is a financial advisor at Significant Wealth Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Mutual Trust Life and Highland Capital Brokerage. Significant Wealth Partners serves individual and high-net-worth clients with portfolio management, financial planning, and educational seminars. The firm employs a variety of investment strategies and provides written Investment Policy Statements to guide client relationships.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis Executive
user avatar

David L

Series 66

Cary, IL

Significant Wealth Partners LLC

David Leuze is a financial advisor at Significant Wealth Partners LLC in Cary, IL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Merrill Lynch and Camping World. Significant Wealth Partners serves individual and high-net-worth clients with portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies across various asset classes and provides clients with written Investment Policy Statements to guide their relationships.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis Executive
user avatar

Brian A

Series 65

Cary, IL

Significant Wealth Partners LLC

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis Executive
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