Skip to main content

CONSTELLATION WEALTH CAPITAL, LLC

Doing business as CONSTELLATION WEALTH CAPITAL. SEC Form ADV profile.

Total regulatory AUM
$2,524,453,615
Discretionary
$2,524,453,615
Non-discretionary
$0

Firm details

CRD number
326917
SEC file number
801-128736
Main office
CHICAGO, IL, United States
Employees
20
SEC status
Approved
Fee structure
Percentage of AUM Performance-based Other

As of October 2026.