Key facts
- FACTOR WEALTH MANAGEMENT is a other based in CHICAGO, IL.
- FACTOR WEALTH MANAGEMENT reports $14.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 104708- Regulatory AUM
- $14.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- CHICAGO, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FACTOR WEALTH MANAGEMENT LTD.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for FACTOR WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FACTOR WEALTH MANAGEMENT's AUM?
- FACTOR WEALTH MANAGEMENT manages approximately $14.1M in assets.