SIGNIFICANT WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$126,064,762
Discretionary
$126,064,762
Non-discretionary
$0
Firm details
- CRD number
- 293060
- SEC file number
- 801-128037
- Main office
- CARY, IL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.