KARSTENS WEALTH

KARSTENS WEALTH of OAK BROOK, IL is an SEC-registered investment adviser (CRD 321646). Regulatory assets under management: $2.9M.

Registration

• CRD: 321646
• Type: Registered investment adviser
• Location: 1415 W 22ND ST TOWER FLOOR, OAK BROOK, IL, 60523
• Phone: 8336578400
• Latest filing: 2022-07-11
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321646 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search