PALOS WEALTH ADVISORS, LLC

PALOS WEALTH ADVISORS, LLC of PALOS HEIGHTS, IL is an SEC-registered investment adviser (CRD 154671). Regulatory assets under management: $71.3M.

Registration

• CRD: 154671
• Type: Registered investment adviser
• Location: 7800 W. COLLEGE DR., PALOS HEIGHTS, IL, 60463
• Phone: 708-827-5942
• Latest filing: 2026-02-24
• Regulatory AUM: $71.3M
• Discretionary AUM: $62.6M
• Non-discretionary AUM: $8.7M
• Clients: 2
• Accounts: 172

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154671 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search