SIGNIFICANT WEALTH PARTNERS LLC of CARY, IL is an SEC-registered investment adviser (CRD 293060). Regulatory assets under management: $126.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Kelly Melissa Christopher | CHIEF COMPLIANCE OFFICER | — |
| Brian William Atkins | MANAGING MEMBER; PRESIDENT | — |
| Stephen Richard Smith | MANAGING MEMBER; SHAREHOLDER | — |
| SMITH JAMES RICHARD | SHAREHOLDER | — |
| CHRISTOPHER KELLY MELISSA | CHIEF COMPLIANCE OFFICER | — |
| ATKINS BRIAN WILLIAM | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SCHAUMBURG | IL | 0 | (847) 639-7830 |
| LINCOLNSHIRE | IL | 0 | (847) 639-7830 |
| SCHAUMBURG | IL | 0 | (847) 639-7830 |
| LINCOLNSHIRE | IL | 0 | (847) 639-7830 |