NAPERVILLE PRIVATE WEALTH, LLC

NAPERVILLE PRIVATE WEALTH, LLC is an SEC-registered investment adviser (CRD 333761). Regulatory assets under management: $4.2M.

Registration

• CRD: 333761
• Type: Registered investment adviser
• Phone: 630-715-2247
• Latest filing: 2026-03-05
• Regulatory AUM: $4.2M
• Discretionary AUM: $4.2M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

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 333761 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search