Estate & Trust Advisors
Estate & Trust Advisors is an SEC-registered wealth manager in Northbrook, IL with $256.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Estate & Trust Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123802, SEC 801-67028, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $256.5M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Northbrook, IL
- Employees
- 6
- Clients
- 175
- CRD
- 123802
- Ownership
- SCHWARTZ, MARK, JEFFREY; MADISON, DAVID, JOSEPH; JACOBS, JORDAN, M
How much AUM does Estate & Trust Advisors have?
Estate & Trust Advisors reported $256.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Estate & Trust Advisors?
Disclosed owners and executives of Estate & Trust Advisors include SCHWARTZ, MARK, JEFFREY, MADISON, DAVID, JOSEPH, JACOBS, JORDAN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.