SYMMETRY WEALTH MANAGEMENT, LLC

SYMMETRY WEALTH MANAGEMENT, LLC of MOUNT PROSPECT, IL is an SEC-registered investment adviser (CRD 297002). Regulatory assets under management: $120.9M.

Registration

• CRD: 297002
• SEC file number: 801-136485
• Type: Registered investment adviser
• Location: 200 E EVERGREEN AVE, SUITE 127, MOUNT PROSPECT, IL, 60056-3294
• Phone: (224) 250-9373
• Latest filing: 2026-05-14
• Regulatory AUM: $120.9M
• Discretionary AUM: $120.9M
• Clients: 2
• Accounts: 300

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297002 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search