# SOLUTIONS FOR WEALTH MANAGEMENT, LLC

SOLUTIONS FOR WEALTH MANAGEMENT, LLC of BOURBONNAIS, IL is an SEC-registered investment adviser.

## Registration

- CRD: 113570
- Type: SEC-registered investment adviser
- SEC file number: 801-64327
- Location: 1605 N CONVENT, BOURBONNAIS, IL, 60914
- Phone: 815-935-6636
- Latest filing: 2016-03-28
- Regulatory AUM: $173.7M
- Discretionary AUM: $173.7M
- Clients: 6
- Accounts: 643

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Michael Lee | MEMBER | New York, NY |
| Michael J Lee | MEMBER | Grimes, IA |
| MICHAEL R LEE | MEMBER | PALO ALTO, CA |
| Michael Sungmin Lee | MEMBER | — |
| SMITH JONATHAN LESLIE | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| DYKSTRA CURTIS LEE | MEMBER | — |
| KOELLING WAYNE DOUGLAS | MEMBER | — |
| OHM LAWRENCE KENNETH | MEMBER | — |
| KOLBERG MARCIE LYNN | MEMBER | — |
| RICHARD STENZINGER S | MEMBER; MEMNER | — |
| STROUD MICHAEL LEE | MEMBER | — |
| OHM KEITH BRIAN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113570/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113570/similar
- Related entities: https://search.stillhousedata.com/firm/113570/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113570

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.