WHEATON WEALTH PARTNERS, LLC
WHEATON WEALTH PARTNERS, LLC of WHEATON, IL is an SEC-registered investment adviser (CRD 153638). Regulatory assets under management: $77.7M.
Registration
- CRD: 153638
- SEC file number: 801-73106
- Type: Registered investment adviser
- Location: 316 W. ROOSEVELT RD., SUITE 100, WHEATON, IL, 60187
- Phone: 630-221-9222
- Latest filing: 2015-12-02
- Regulatory AUM: $77.7M
- Discretionary AUM: $77.7M
- Clients: 4
- Accounts: 371
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| DRAGSTREM JOHN ROLLA | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| O'DELL ROBERT KENNEDY | MEMBER | — |
| FINLEY JOHN GARDNER | MEMBER | — |
| COULTER HEATHER MARIE | MEMBER | — |
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