ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC

ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC of BATAVIA, IL is an SEC-registered investment adviser (CRD 321977). Regulatory assets under management: $19.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 321977
• Type: Registered investment adviser
• Location: 1S430 WENMOTH ROAD, BATAVIA, IL, 60510
• Phone: (312) 504-9745
• Latest filing: 2026-03-24
• Regulatory AUM: $19.3M
• Discretionary AUM: $19.3M
• Clients: 1
• Accounts: 256

Business model

Compensation: % of AUM.

Clients served: 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 321977 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search