ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC is an SEC-registered investment adviser (CRD 283935). Regulatory assets under management: $2.0M.

Registration

• CRD: 283935
• Type: Registered investment adviser
• Phone: 312-479-3332
• Latest filing: 2026-03-27
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 2

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 283935 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search