THETA WEALTH PARTNERS

THETA WEALTH PARTNERS of CHICAGO, IL is an SEC-registered investment adviser (CRD 339241).

Registration

• CRD: 339241
• Type: Registered investment adviser
• Location: 60606, CHICAGO, IL, 60606
• Phone: 312-803-4970
• Latest filing: 2026-07-31
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339241 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search