POLARIS WEALTH MANAGEMENT, LLC

POLARIS WEALTH MANAGEMENT, LLC of FLOSSMOOR, IL is an SEC-registered investment adviser (CRD 305777). Regulatory assets under management: $13.7M.

Registration

• CRD: 305777
• Type: Registered investment adviser
• Location: 1020 PARK DR, FLOSSMOOR, IL, 60422
• Phone: 312-951-2606
• Latest filing: 2026-05-29
• Regulatory AUM: $13.7M
• Discretionary AUM: $13.7M
• Clients: 5
• Accounts: 156

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305777 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search