JOSEPH WEALTH MANAGEMENT, LLC

JOSEPH WEALTH MANAGEMENT, LLC of FOREST PARK, IL is an SEC-registered investment adviser (CRD 309996). Regulatory assets under management: $17.6M.

Registration

• CRD: 309996
• Type: Registered investment adviser
• Location: 7600 WEST ROOSEVELT RD., FOREST PARK, IL, 60130
• Phone: 800-807-2881
• Latest filing: 2026-07-16
• Regulatory AUM: $17.6M
• Discretionary AUM: $17.6M
• Clients: 3
• Accounts: 134

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309996 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search