WEALTH IQ

WEALTH IQ of CHICAGO, IL is an SEC-registered investment adviser (CRD 331880). Regulatory assets under management: $1.3M.

Registration

• CRD: 331880
• Type: Registered investment adviser
• Location: 332 S MICHIGAN AVE, CHICAGO, IL, 60604
• Phone: 773-620-4446
• Latest filing: 2026-07-24
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 4

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 331880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search