Fountainhead Financial, LLC
Fountainhead Financial, LLC is an SEC-registered ria in Chicago, IL with $543.2M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Fountainhead Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150813, SEC 801-70385, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $543.2M (2026-03-31)
- Firm type
- Ria
- Location
- Chicago, IL
- Employees
- 3
- Clients
- 100
- CRD
- 150813
- Ownership
- VETRANO, DOMINICK, JOSEPH
How much AUM does Fountainhead Financial, LLC have?
Fountainhead Financial, LLC reported $543.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fountainhead Financial, LLC?
Disclosed owners and executives of Fountainhead Financial, LLC include VETRANO, DOMINICK, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.