# STEVENS WEALTH MANAGEMENT LLC

STEVENS WEALTH MANAGEMENT LLC of DEERFIELD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 123043
- Type: SEC-registered investment adviser
- SEC file number: 801-61929
- Location: 500 LAKE COOK ROAD, SUITE 350, DEERFIELD, IL, 60015
- Phone: 847-282-9910
- Latest filing: 2017-08-03
- Regulatory AUM: $286.7M
- Discretionary AUM: $286.7M
- Clients: 7
- Accounts: 544

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| STEVENS SUSAN VIRGINIA | CEO, CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| VAN ZEE SHERRY ANN | FINANCIAL ADVISOR/VP OPERATIONS | — |
| GUENTHER JASON ALAN | FINANCIAL RESEARCH ANALYST; SENIOR FINANCIAL ADVISOR | — |
| KROLL SANDRA JEAN | CHIEF COMPLIANCE OFFICER; GENERAL MANAGER | — |
| CONNELLY SARA A | CFO | — |
| JACOBSON ALYSSA RAE | FINANCIAL PLANNING SPECIALIST | — |
| CONNELLY SARA ABIGAIL | CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123043/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123043/similar
- Related entities: https://search.stillhousedata.com/firm/123043/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123043

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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.