PIERSHALE WEALTH MANAGEMENT, LLC

PIERSHALE WEALTH MANAGEMENT, LLC of CRYSTAL LAKE, IL is an SEC-registered investment adviser (CRD 312770). Regulatory assets under management: $27.0M.

Registration

• CRD: 312770
• Type: Registered investment adviser
• Location: 333 COMMERCE DR, CRYSTAL LAKE, IL, 60014
• Phone: 815-893-2577
• Latest filing: 2026-05-19
• Regulatory AUM: $27.0M
• Discretionary AUM: $27.0M
• Clients: 2
• Accounts: 110

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312770 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search