# JOSEPH WEALTH MANAGEMENT, LLC

JOSEPH WEALTH MANAGEMENT, LLC of FOREST PARK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 309996
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309996/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309996/similar
- Related entities: https://search.stillhousedata.com/firm/309996/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309996

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.