Detterbeck Wealth Management
Detterbeck Wealth Management is an SEC-registered wealth manager in Palatine, IL with $279.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Detterbeck Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111594, SEC 801-110527, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $279.2M (2026-06-16)
- Firm type
- Wealth Manager
- Location
- Palatine, IL
- Employees
- 6
- Clients
- 165
- CRD
- 111594
- Ownership
- DETTERBECK, BRETT, MARRIOTT; DETTERBECK, LESTER, GEORGE; RING, PARKER, ALEXANDER
How much AUM does Detterbeck Wealth Management have?
Detterbeck Wealth Management reported $279.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Detterbeck Wealth Management?
Disclosed owners and executives of Detterbeck Wealth Management include DETTERBECK, BRETT, MARRIOTT, DETTERBECK, LESTER, GEORGE, RING, PARKER, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.