Significant Wealth Partners LLC
Significant Wealth Partners LLC is an SEC-registered mass-market adviser in Cary, IL with $126.1M assets under management (AUM, regulatory AUM), -49% over one year. See who owns Significant Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293060, SEC 801-128037, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $126.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Cary, IL
- Employees
- 8
- Clients
- 851
- CRD
- 293060
- Ownership
- ATKINS, BRIAN, WILLIAM; CHRISTOPHER, KELLY, MELISSA; SIGNIFICANT WEALTH HOLDINGS,LLC; Smith, Stephen, Richard
How much AUM does Significant Wealth Partners LLC have?
Significant Wealth Partners LLC reported $126.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Significant Wealth Partners LLC?
Disclosed owners and executives of Significant Wealth Partners LLC include ATKINS, BRIAN, WILLIAM, CHRISTOPHER, KELLY, MELISSA, SIGNIFICANT WEALTH HOLDINGS,LLC, Smith, Stephen, Richard. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.